Founders Financial Securities’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Founders Financial Securities’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	$1.51M	Buy	26,666 +2,220	+9%	+$124K	0.09%	224
2025 Q4	$1.37M	Buy	24,446 +2,777	+13%	+$153K	0.08%	236
2025 Q3	$1.19M	Buy	21,669 +4,252	+24%	+$227K	0.08%	225
2025 Q2	$901K	Buy	17,417 +1,380	+9%	+$66.9K	0.07%	250
2025 Q1	$757K	Buy	16,037 +4,921	+44%	+$242K	0.06%	258
2024 Q4	$544K	Buy	11,116 +4,308	+63%	+$210K	0.05%	286
2024 Q3	$328K	Buy	+6,808	New	+$317K	0.03%	336

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

Founders Financial Securities's FJUL Position: Q1 2026 in Review

Founders Financial Securities increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 9.1% in Q1 2026, buying an estimated $124K and bringing the position to 26,666 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #224.

Founders Financial Securities first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Founders Financial Securities held 26,666 shares of FT Vest US Equity Buffer ETF July worth $1.51M as of Q1 2026.
Founders Financial Securities bought 2,220 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $124K.
FT Vest US Equity Buffer ETF July made up 0.09% of Founders Financial Securities's portfolio in Q1 2026, its #224 holding.
Founders Financial Securities first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.