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 Q3	$795K	Buy	12,981 +46	+0.4%	+$2.79K	0.01%	869
2026 Q2	$770K	Sell	12,935 -679	-5%	-$39.6K	0.01%	852
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%	1934
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

IFP Advisors's FJUL Position: Q3 2026 in Review

IFP Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 0.36% in Q3 2026, buying an estimated $2.79K and bringing the position to 12,981 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #869.

IFP Advisors first reported a position in FJUL in Q3 2021 and has held it in 21 quarters since. The position peaked at $872K in Q3 2025. 85 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

IFP Advisors held 12,981 shares of FT Vest US Equity Buffer ETF July worth $795K as of Q3 2026.
IFP Advisors bought 46 FT Vest US Equity Buffer ETF July shares in Q3 2026, an estimated $2.79K.
FT Vest US Equity Buffer ETF July made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #869 holding.
IFP Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 21 quarters since.
IFP Advisors's FT Vest US Equity Buffer ETF July position peaked at $872K in Q3 2025.
85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.