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

IFP Advisors’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
2026
Q1 		$81.3K Hold
1,994
– – ﹤0.01% 1976
2025
Q4 		$82.4K Hold
1,994
– – ﹤0.01% 1919
2025
Q3 		$80.9K Sell
1,994
-3
-0.2% -$119 ﹤0.01% 1817
2025
Q2 		$77.2K Sell
1,997
-33,807
-94% -$1.24M ﹤0.01% 1797
2025
Q1 		$1.29M Sell
35,804
-307,505
-90% -$11.3M 0.04% 484
2024
Q4 		$12.6M Sell
343,309
-5,424
-2% -$198K 0.41% 41
2024
Q3 		$12.6M Buy
348,733
+1,734
+0.5% +$60.9K 0.45% 39
2024
Q2 		$12.1M Sell
346,999
-16,132
-4% -$550K 0.48% 38
2024
Q1 		$12.3M Buy
363,131
+11,190
+3% +$369K 0.54% 38
2023
Q4 		$11.3M Buy
351,941
+347,805
+8,409% +$10.7M 0.53% 35
2023
Q3 		$124K Buy
+4,136
New +$126K 0.01% 1162

Other funds holding GJUL

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return