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 Q3	$512K	Sell	8,361 -4,575	-35%	-$278K	0.35%	78
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

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

Midwest Financial Network's FJUL Position: Q3 2026 in Review

Midwest Financial Network reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 35% in Q3 2026, selling an estimated $278K and leaving 8,361 shares worth $512K. The position accounts for 0.35% of the portfolio, ranked #78.

Midwest Financial Network first reported a position in FJUL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q3 2025. 89 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Midwest Financial Network held 8,361 shares of FT Vest US Equity Buffer ETF July worth $512K as of Q3 2026.
Midwest Financial Network sold 4,575 FT Vest US Equity Buffer ETF July shares in Q3 2026, an estimated $278K.
FT Vest US Equity Buffer ETF July made up 0.35% of Midwest Financial Network's portfolio in Q3 2026, its #78 holding.
Midwest Financial Network first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's FT Vest US Equity Buffer ETF July position peaked at $2.18M in Q3 2025.
89 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.