First Heartland Consultants’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

First Heartland Consultants’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 Q2	$349K	Sell	6,953 -31	-0.4%	-$1.53K	0.02%	420
2026 Q1	$326K	Sell	6,984 -23	-0.3%	-$1.09K	0.03%	386
2025 Q4	$333K	Sell	7,007 -3,100	-31%	-$146K	0.03%	393
2025 Q3	$472K	Buy	10,107 +2,235	+28%	+$102K	0.04%	298
2025 Q2	$350K	Sell	7,872 -655	-8%	-$27.3K	0.03%	352
2025 Q1	$349K	Sell	8,527 -4,231	-33%	-$178K	0.04%	313
2024 Q4	$536K	Sell	12,758 -3,136	-20%	-$131K	0.05%	227
2024 Q3	$658K	Sell	15,894 -156,992	-91%	-$6.31M	0.07%	191
2024 Q2	$6.88M	Sell	172,886 -888	-0.5%	-$34.6K	0.48%	43
2024 Q1	$6.72M	Buy	173,774 +9,176	+6%	+$345K	0.7%	39
2023 Q4	$6.01M	Buy	+164,598	New	+$5.74M	0.72%	39

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

CFS

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

First Heartland Consultants's DJUL Position: Q2 2026 in Review

First Heartland Consultants reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 0.44% in Q2 2026, selling an estimated $1.53K and leaving 6,953 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #420.

First Heartland Consultants first reported a position in DJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.88M in Q2 2024. 118 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

First Heartland Consultants held 6,953 shares of FT Vest US Equity Deep Buffer ETF July worth $349K as of Q2 2026.
First Heartland Consultants sold 31 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $1.53K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #420 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
First Heartland Consultants's FT Vest US Equity Deep Buffer ETF July position peaked at $6.88M in Q2 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.