Essex Financial Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Essex Financial Services’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Hold	5,885	–	–	0.02%	641
2025 Q4	$280K	Hold	5,885	–	–	0.02%	628
2025 Q3	$275K	Buy	5,885 +320	+6%	+$14.6K	0.02%	604
2025 Q2	$247K	Hold	5,565	–	–	0.02%	600
2025 Q1	$228K	Hold	5,565	–	–	0.02%	569
2024 Q4	$234K	Hold	5,565	–	–	0.02%	561
2024 Q3	$232K	Buy	5,565 +400	+8%	+$16.1K	0.02%	557
2024 Q2	$203K	Sell	5,165 -1,525	-23%	-$59.4K	0.02%	584
2024 Q1	$259K	Sell	6,690 -750	-10%	-$28.2K	0.02%	451
2023 Q4	$272K	Buy	+7,440	New	+$260K	0.03%	415

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Essex Financial Services's DJUL Position: Q1 2026 in Review

Essex Financial Services held its FT Vest US Equity Deep Buffer ETF July (DJUL) position steady in Q1 2026 at 5,885 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #641.

Essex Financial Services first reported a position in DJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $280K in Q4 2025. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Essex Financial Services held 5,885 shares of FT Vest US Equity Deep Buffer ETF July worth $275K as of Q1 2026.
Essex Financial Services left its FT Vest US Equity Deep Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #641 holding.
Essex Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
Essex Financial Services's FT Vest US Equity Deep Buffer ETF July position peaked at $280K in Q4 2025.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.