MML Investors Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

MML Investors Services’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 Q1	$9.97M	Sell	182,171 -29,719	-14%	-$1.66M	0.03%	549
2025 Q4	$11.8M	Buy	211,890 +14,436	+7%	+$796K	0.03%	516
2025 Q3	$10.8M	Buy	197,454 +123,255	+166%	+$6.57M	0.03%	516
2025 Q2	$3.84M	Buy	74,199 +2,308	+3%	+$112K	0.01%	911
2025 Q1	$3.42M	Sell	71,891 -4,098	-5%	-$201K	0.01%	907
2024 Q4	$3.72M	Sell	75,989 -7,603	-9%	-$371K	0.01%	827
2024 Q3	$4.02M	Buy	83,592 +50,542	+153%	+$2.36M	0.01%	776
2024 Q2	$1.52M	Sell	33,050 -6,498	-16%	-$291K	0.01%	1183
2024 Q1	$1.76M	Sell	39,548 -3,321	-8%	-$143K	0.01%	1102
2023 Q4	$1.78M	Buy	42,869 +15,069	+54%	+$596K	0.01%	1057
2023 Q3	$1.07M	Buy	+27,800	New	+$1.09M	0.01%	1186
2023 Q1	–	Sell	-13,992	Closed	-$480K	–	2146
2022 Q4	$480K	Buy	+13,992	New	+$478K	﹤0.01%	1532

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

MML Investors Services's FJUL Position: Q1 2026 in Review

MML Investors Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 14% in Q1 2026, selling an estimated $1.66M and leaving 182,171 shares worth $9.97M. The position accounts for 0.03% of the portfolio, ranked #549.

MML Investors Services first reported a position in FJUL in Q4 2022 and has held it in 12 quarters since. The position peaked at $11.8M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

MML Investors Services held 182,171 shares of FT Vest US Equity Buffer ETF July worth $9.97M as of Q1 2026.
MML Investors Services sold 29,719 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $1.66M.
FT Vest US Equity Buffer ETF July made up 0.03% of MML Investors Services's portfolio in Q1 2026, its #549 holding.
MML Investors Services first reported a position in FT Vest US Equity Buffer ETF July in Q4 2022 and has held it in 12 quarters since.
MML Investors Services's FT Vest US Equity Buffer ETF July position peaked at $11.8M in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.