NewEdge Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

NewEdge Advisors’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	$588K	Hold	9,874	–	–	﹤0.01%	2036
2026 Q1	$540K	Hold	9,874	–	–	﹤0.01%	1923
2025 Q4	$552K	Sell	9,874 -841	-8%	-$46.4K	﹤0.01%	1898
2025 Q3	$586K	Sell	10,715 -1,409	-12%	-$75.2K	﹤0.01%	1722
2025 Q2	$627K	Sell	12,124 -20	-0.2%	-$969	﹤0.01%	1562
2025 Q1	$578K	Sell	12,144 -559	-4%	-$27.5K	﹤0.01%	1503
2024 Q4	$622K	Sell	12,703 -96	-0.8%	-$4.69K	﹤0.01%	1416
2024 Q3	$616K	Sell	12,799 -1,131	-8%	-$52.7K	﹤0.01%	1352
2024 Q2	$642K	Sell	13,930 -112,407	-89%	-$5.04M	﹤0.01%	1275
2024 Q1	$5.62M	Sell	126,337 -1,957	-2%	-$84.1K	0.05%	362
2023 Q4	$5.43M	Sell	128,294 -24,154	-16%	-$955K	0.05%	336
2023 Q3	$5.85M	Buy	152,448 +131,693	+635%	+$5.17M	0.06%	295
2023 Q2	$809K	Sell	20,755 -550	-3%	-$20.3K	0.01%	961
2023 Q1	$771K	Buy	21,305 +18,250	+597%	+$647K	0.01%	905
2022 Q4	$105K	Buy	+3,055	New	+$104K	﹤0.01%	1421

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

NewEdge Advisors's FJUL Position: Q2 2026 in Review

NewEdge Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 9,874 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

NewEdge Advisors first reported a position in FJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.85M in Q3 2023. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

NewEdge Advisors held 9,874 shares of FT Vest US Equity Buffer ETF July worth $588K as of Q2 2026.
NewEdge Advisors left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2036 holding.
NewEdge Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's FT Vest US Equity Buffer ETF July position peaked at $5.85M in Q3 2023.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.