Financial Services Advisory’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-327,931
Closed -$15.6M 53
2025
Q1
$15.6M Sell
327,931
-7,304
-2% -$359K 5.91% 7
2024
Q4
$16.4M Sell
335,235
-1,252
-0.4% -$61.1K 3.85% 11
2024
Q3
$16.2M Sell
336,487
-4,861
-1% -$227K 3.91% 10
2024
Q2
$15.7M Buy
341,348
+256,083
+300% +$11.5M 4.31% 8
2024
Q1
$3.79M Buy
85,265
+5,553
+7% +$239K 0.94% 25
2023
Q4
$3.32M Buy
+79,712
New +$3.15M 0.95% 27

Other funds holding FJUL

Financial Services Advisory's FJUL Position: Q2 2025 in Review

Financial Services Advisory sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 327,931 shares — an estimated $15.6M sold.

Financial Services Advisory first reported a position in FJUL in Q4 2023 and held it in 6 quarters. The position peaked at $16.4M in Q4 2024. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

  • Financial Services Advisory reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Financial Services Advisory sold 327,931 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $15.6M.
  • Financial Services Advisory first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 6 quarters.
  • Financial Services Advisory's FT Vest US Equity Buffer ETF July position peaked at $16.4M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.