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

Founders Financial Securities’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,328
Closed -$1.01M – 501
2025
Q1 		$1.01M Buy
28,328
+13,703
+94% +$504K 0.09% 218
2024
Q4 		$536K Buy
14,625
+3,428
+31% +$125K 0.05% 291
2024
Q3 		$403K Buy
+11,197
New +$393K 0.04% 302

Other funds holding GJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Founders Financial Securities's GJUL Position: Q2 2025 in Review

Founders Financial Securities sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2025, closing a stake of 28,328 shares — an estimated $1.01M sold.

Founders Financial Securities first reported a position in GJUL in Q3 2024 and held it in 3 quarters. The position peaked at $1.01M in Q1 2025. 101 funds tracked by Wall St. Rank hold GJUL as of Q2 2025.

  • Founders Financial Securities reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Securities sold 28,328 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2025, an estimated $1.01M.
  • Founders Financial Securities first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Founders Financial Securities's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.01M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2025.

Based on Founders Financial Securities's 13F filing for Q2 2025, filed 6 Aug 2025.