Morgan Stanley’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Morgan Stanley’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	$303K	Hold	5,541	–	–	﹤0.01%	5693
2025 Q4	$310K	Buy	5,541 +62	+1%	+$3.42K	﹤0.01%	5741
2025 Q3	$300K	Hold	5,479	–	–	﹤0.01%	5725
2025 Q2	$283K	Sell	5,479 -48	-0.9%	-$2.33K	﹤0.01%	5713
2025 Q1	$263K	Hold	5,527	–	–	﹤0.01%	5620
2024 Q4	$271K	Sell	5,527 -142	-3%	-$6.93K	﹤0.01%	5675
2024 Q3	$273K	Buy	5,669 +3,869	+215%	+$180K	﹤0.01%	5632
2024 Q2	$82.9K	Hold	1,800	–	–	﹤0.01%	6029
2024 Q1	$80K	Sell	1,800 -1,800	-50%	-$77.4K	﹤0.01%	6073
2023 Q4	$150K	Buy	3,600 +1,800	+100%	+$71.2K	﹤0.01%	6046
2023 Q3	$69K	Hold	1,800	–	–	﹤0.01%	6033
2023 Q2	$70.2K	Hold	1,800	–	–	﹤0.01%	6085
2023 Q1	$65.1K	Hold	1,800	–	–	﹤0.01%	6186
2022 Q4	$61.7K	Hold	1,800	–	–	﹤0.01%	6200
2022 Q3	$58K	Hold	1,800	–	–	﹤0.01%	6342
2022 Q2	$60K	Hold	1,800	–	–	﹤0.01%	6527
2022 Q1	$65K	Hold	1,800	–	–	﹤0.01%	6566
2021 Q4	$66K	Hold	1,800	–	–	﹤0.01%	6668
2021 Q3	$62K	Buy	+1,800	New	+$63.1K	﹤0.01%	6619

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

Morgan Stanley's FJUL Position: Q1 2026 in Review

Morgan Stanley held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 5,541 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #5693.

Morgan Stanley first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $310K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Morgan Stanley held 5,541 shares of FT Vest US Equity Buffer ETF July worth $303K as of Q1 2026.
Morgan Stanley left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5693 holding.
Morgan Stanley first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Morgan Stanley's FT Vest US Equity Buffer ETF July position peaked at $310K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.