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Flagstar Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Flagstar Advisors’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
Q2 		– Sell
-16,319
Closed -$777K – 202
2025
Q1 		$777K Sell
16,319
-725
-4% -$35.6K 0.2% 102
2024
Q4 		$835K Buy
17,044
+290
+2% +$14.2K 0.21% 98
2024
Q3 		$806K Sell
16,754
-949
-5% -$44.2K 0.2% 100
2024
Q2 		$815K Sell
17,703
-2,129
-11% -$95.4K 0.22% 99
2024
Q1 		$882K Hold
19,832
– – 0.25% 88
2023
Q4 		$825K Sell
19,832
-47
-0.2% -$1.86K 0.26% 83
2023
Q3 		$762K Buy
+19,879
New +$781K 0.29% 79

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Flagstar Advisors's FJUL Position: Q2 2025 in Review

Flagstar Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 16,319 shares — an estimated $777K sold.

Flagstar Advisors first reported a position in FJUL in Q3 2023 and held it in 7 quarters. The position peaked at $882K in Q1 2024. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

  • Flagstar Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Flagstar Advisors sold 16,319 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $777K.
  • Flagstar Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 7 quarters.
  • Flagstar Advisors's FT Vest US Equity Buffer ETF July position peaked at $882K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on Flagstar Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.