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Midwest Financial Network’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Midwest Financial Network’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 		$770K Sell
12,936
-3,336
-21% -$194K 0.53% 54
2026
Q1 		$890K Sell
16,272
-9,702
-37% -$543K 0.71% 41
2025
Q4 		$1.45M Sell
25,974
-13,793
-35% -$761K 1.12% 32
2025
Q3 		$2.18M Buy
39,767
+1,158
+3% +$61.8K 1.77% 26
2025
Q2 		$2M Sell
38,609
-5,693
-13% -$276K 1.98% 19
2025
Q1 		$2.11M Buy
44,302
+5,175
+13% +$254K 2.11% 20
2024
Q4 		$1.92M Buy
+39,127
New +$1.91M 1.99% 19

Other funds holding FJUL

OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Midwest Financial Network's FJUL Position: Q2 2026 in Review

Midwest Financial Network reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 21% in Q2 2026, selling an estimated $194K and leaving 12,936 shares worth $770K. The position accounts for 0.53% of the portfolio, ranked #54.

Midwest Financial Network first reported a position in FJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2025. 40 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Midwest Financial Network held 12,936 shares of FT Vest US Equity Buffer ETF July worth $770K as of Q2 2026.
  • Midwest Financial Network sold 3,336 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $194K.
  • FT Vest US Equity Buffer ETF July made up 0.53% of Midwest Financial Network's portfolio in Q2 2026, its #54 holding.
  • Midwest Financial Network first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • Midwest Financial Network's FT Vest US Equity Buffer ETF July position peaked at $2.18M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.