Falcon Wealth Planning’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Falcon Wealth Planning’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 Q3	$1.06M	Buy	20,782 +409	+2%	+$20.8K	0.07%	98
2026 Q2	$1.02M	Hold	20,373	–	–	0.06%	98
2026 Q1	$952K	Sell	20,373 -6	-0%	-$286	0.06%	89
2025 Q4	$969K	Hold	20,379	–	–	0.08%	78
2025 Q3	$952K	Buy	+20,379	New	+$932K	0.09%	78

Other funds holding DJUL

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Falcon Wealth Planning's DJUL Position: Q3 2026 in Review

Falcon Wealth Planning increased its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 2% in Q3 2026, buying an estimated $20.8K and bringing the position to 20,782 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #98.

Falcon Wealth Planning first reported a position in DJUL in Q3 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold DJUL as of Q3 2026.

Falcon Wealth Planning held 20,782 shares of FT Vest US Equity Deep Buffer ETF July worth $1.06M as of Q3 2026.
Falcon Wealth Planning bought 409 FT Vest US Equity Deep Buffer ETF July shares in Q3 2026, an estimated $20.8K.
FT Vest US Equity Deep Buffer ETF July made up 0.07% of Falcon Wealth Planning's portfolio in Q3 2026, its #98 holding.
Falcon Wealth Planning first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.