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Money Concepts Capital’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Money Concepts Capital’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 		$1.28M Buy
23,394
+3,186
+16% +$178K 0.07% 254
2025
Q4 		$1.13M Buy
+20,208
New +$1.11M 0.06% 254
2023
Q1 		– Sell
-20,353
Closed -$698K – 1328
2022
Q4 		$698K Buy
+20,353
New +$696K 0.03% 358
2022
Q2 		– Sell
-266
Closed -$10K – 1844
2022
Q1 		$10K Buy
+266
New +$9.45K ﹤0.01% 1936

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's FJUL Position: Q1 2026 in Review

Money Concepts Capital increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 16% in Q1 2026, buying an estimated $178K and bringing the position to 23,394 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #254.

Money Concepts Capital first reported a position in FJUL in Q1 2022 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Money Concepts Capital held 23,394 shares of FT Vest US Equity Buffer ETF July worth $1.28M as of Q1 2026.
  • Money Concepts Capital bought 3,186 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $178K.
  • FT Vest US Equity Buffer ETF July made up 0.07% of Money Concepts Capital's portfolio in Q1 2026, its #254 holding.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF July in Q1 2022 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.