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

First Heartland Consultants’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,673	Closed	-$229K	–	452
2024 Q4	$229K	Buy	4,673 +57	+1%	+$2.78K	0.02%	404
2024 Q3	$222K	Sell	4,616 -214	-4%	-$9.97K	0.02%	408
2024 Q2	$222K	Sell	4,830 -491	-9%	-$22K	0.02%	392
2024 Q1	$237K	Sell	5,321 -11,622	-69%	-$500K	0.02%	378
2023 Q4	$705K	Sell	16,943 -5,572	-25%	-$220K	0.09%	175
2023 Q3	$863K	Buy	+22,515	New	+$884K	0.11%	156

Other funds holding FJUL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

First Heartland Consultants's FJUL Position: Q1 2025 in Review

First Heartland Consultants sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 4,673 shares — an estimated $229K sold.

First Heartland Consultants first reported a position in FJUL in Q3 2023 and held it in 6 quarters. The position peaked at $863K in Q3 2023. 143 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

First Heartland Consultants reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 4,673 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $229K.
First Heartland Consultants first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 6 quarters.
First Heartland Consultants's FT Vest US Equity Buffer ETF July position peaked at $863K in Q3 2023.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.