IFP Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

IFP Advisors’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$858K	Sell	17,116 -366	-2%	-$18K	0.02%	805
2026 Q1	$817K	Sell	17,482 -148	-0.8%	-$7.04K	0.02%	763
2025 Q4	$839K	Sell	17,630 -195	-1%	-$9.17K	0.02%	722
2025 Q3	$832K	Sell	17,825 -4,671	-21%	-$214K	0.02%	677
2025 Q2	$999K	Buy	22,496 +4,107	+22%	+$171K	0.03%	580
2025 Q1	$752K	Sell	18,389 -241	-1%	-$10.2K	0.02%	629
2024 Q4	$782K	Buy	18,630 +60	+0.3%	+$2.52K	0.03%	590
2024 Q3	$769K	Sell	18,570 -3,756	-17%	-$151K	0.03%	545
2024 Q2	$888K	Sell	22,326 -1	-0%	-$39	0.04%	475
2024 Q1	$864K	Sell	22,327 -427	-2%	-$16K	0.04%	442
2023 Q4	$831K	Sell	22,754 -73,064	-76%	-$2.55M	0.04%	432
2023 Q3	$3.26M	Buy	95,818 +78,002	+438%	+$2.71M	0.15%	137
2023 Q2	$618K	Sell	17,816 -220	-1%	-$7.28K	0.03%	581
2023 Q1	$548K	Sell	18,036 -7,925	-31%	-$251K	0.02%	573
2022 Q4	$790K	Sell	25,961 -34	-0.1%	-$1.04K	0.02%	712
2022 Q3	$791K	Buy	25,995 +19,981	+332%	+$621K	0.02%	722
2022 Q2	$183K	Hold	6,014	–	–	0.01%	1320
2022 Q1	$183K	Buy	6,014 +5,110	+565%	+$169K	0.01%	1320
2021 Q4	$30K	Sell	904 -1,286	-59%	-$42.8K	﹤0.01%	1762
2021 Q3	$71K	Buy	+2,190	New	+$71.9K	﹤0.01%	1442
2021 Q1	–	Sell	-81,913	Closed	-$2.61M	–	3048
2020 Q4	$2.6M	Hold	81,913	–	–	0.11%	170
2020 Q3	$2.51M	Buy	+81,913	New	+$2.51M	0.15%	139

Other funds holding DJUL

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

IFP Advisors's DJUL Position: Q2 2026 in Review

IFP Advisors reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 2.1% in Q2 2026, selling an estimated $18K and leaving 17,116 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #805.

IFP Advisors first reported a position in DJUL in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.26M in Q3 2023. 32 funds tracked by Wall St. Rank hold DJUL as of Q2 2026.

IFP Advisors held 17,116 shares of FT Vest US Equity Deep Buffer ETF July worth $858K as of Q2 2026.
IFP Advisors sold 366 FT Vest US Equity Deep Buffer ETF July shares in Q2 2026, an estimated $18K.
FT Vest US Equity Deep Buffer ETF July made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #805 holding.
IFP Advisors first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2020 and has held it in 22 quarters since.
IFP Advisors's FT Vest US Equity Deep Buffer ETF July position peaked at $3.26M in Q3 2023.
32 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.