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

IFP 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 		$745K Sell
13,614
-454
-3% -$25.4K 0.02% 806
2025
Q4 		$787K Sell
14,068
-1,861
-12% -$103K 0.02% 752
2025
Q3 		$872K Buy
15,929
+11,932
+299% +$636K 0.02% 661
2025
Q2 		$207K Sell
3,997
-3,715
-48% -$180K 0.01% 1259
2025
Q1 		$367K Sell
7,712
-2,093
-21% -$103K 0.01% 891
2024
Q4 		$480K Sell
9,805
-9
-0.1% -$440 0.02% 755
2024
Q3 		$472K Buy
9,814
+370
+4% +$17.2K 0.02% 718
2024
Q2 		$435K Buy
9,444
+1,248
+15% +$55.9K 0.02% 708
2024
Q1 		$364K Sell
8,196
-92
-1% -$3.95K 0.02% 726
2023
Q4 		$345K Sell
8,288
-1,329
-14% -$52.6K 0.02% 714
2023
Q3 		$369K Buy
9,617
+4,206
+78% +$165K 0.02% 698
2023
Q2 		$211K Sell
5,411
-13
-0.2% -$480 0.01% 991
2023
Q1 		$165K Sell
5,424
-5,479
-50% -$194K 0.01% 1026
2022
Q4 		$333K Sell
10,903
-334
-3% -$11.4K 0.01% 1090
2022
Q3 		$344K Buy
11,237
+9,026
+408% +$313K 0.01% 1118
2022
Q2 		$69K Hold
2,211
– – ﹤0.01% 1933
2022
Q1 		$69K Buy
2,211
+127
+6% +$4.51K ﹤0.01% 1933
2021
Q4 		$77K Sell
2,084
-8,681
-81% -$311K ﹤0.01% 1377
2021
Q3 		$373K Buy
+10,765
New +$377K 0.01% 701

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's FJUL Position: Q1 2026 in Review

IFP Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 3.2% in Q1 2026, selling an estimated $25.4K and leaving 13,614 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #806.

IFP Advisors first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $872K in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • IFP Advisors held 13,614 shares of FT Vest US Equity Buffer ETF July worth $745K as of Q1 2026.
  • IFP Advisors sold 454 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $25.4K.
  • FT Vest US Equity Buffer ETF July made up 0.02% of IFP Advisors's portfolio in Q1 2026, its #806 holding.
  • IFP Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
  • IFP Advisors's FT Vest US Equity Buffer ETF July position peaked at $872K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.