Merit Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Merit Financial Group’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 Q2	$214K	Sell	3,590 -514	-13%	-$29.9K	﹤0.01%	2067
2026 Q1	$225K	Sell	4,104 -430	-9%	-$24K	﹤0.01%	1853
2025 Q4	$254K	Sell	4,534 -1,400	-24%	-$77.2K	﹤0.01%	1664
2025 Q3	$325K	Buy	5,934 +1,565	+36%	+$83.5K	﹤0.01%	1401
2025 Q2	$226K	Sell	4,369 -54	-1%	-$2.62K	﹤0.01%	1488
2025 Q1	$211K	Buy	+4,423	New	+$217K	﹤0.01%	1275

Other funds holding FJUL

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's FJUL Position: Q2 2026 in Review

Merit Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 13% in Q2 2026, selling an estimated $29.9K and leaving 3,590 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Merit Financial Group first reported a position in FJUL in Q1 2025 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 23 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Merit Financial Group held 3,590 shares of FT Vest US Equity Buffer ETF July worth $214K as of Q2 2026.
Merit Financial Group sold 514 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $29.9K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2067 holding.
Merit Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's FT Vest US Equity Buffer ETF July position peaked at $325K in Q3 2025.
23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.