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

Foundations Investment 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
2026 Q1	$308K	Sell	5,622 -158	-3%	-$8.84K	﹤0.01%	895
2025 Q4	$323K	Sell	5,780 -372	-6%	-$20.5K	﹤0.01%	864
2025 Q3	$337K	Buy	6,152 +1,432	+30%	+$76.4K	﹤0.01%	805
2025 Q2	$244K	Buy	+4,720	New	+$229K	﹤0.01%	814
2024 Q1	–	Sell	-28,741	Closed	-$1.22M	–	716
2023 Q4	$1.22M	Sell	28,741 -154,174	-84%	-$6.1M	0.03%	280
2023 Q3	$7.01M	Buy	+182,915	New	+$7.18M	0.22%	90

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's FJUL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.7% in Q1 2026, selling an estimated $8.84K and leaving 5,622 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Foundations Investment Advisors first reported a position in FJUL in Q3 2023 and has held it in 6 quarters since. The position peaked at $7.01M in Q3 2023. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Foundations Investment Advisors held 5,622 shares of FT Vest US Equity Buffer ETF July worth $308K as of Q1 2026.
Foundations Investment Advisors sold 158 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $8.84K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #895 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 6 quarters since.
Foundations Investment Advisors's FT Vest US Equity Buffer ETF July position peaked at $7.01M in Q3 2023.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.