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GJUL icon

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

NewEdge Advisors’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Sell
30,800
-2,415
-7% -$99.9K ﹤0.01% 1372
2025
Q4 		$1.37M Sell
33,215
-245
-0.7% -$10K 0.01% 1283
2025
Q3 		$1.36M Sell
33,460
-571
-2% -$22.7K 0.01% 1222
2025
Q2 		$1.32M Sell
34,031
-2,254
-6% -$82.4K 0.01% 1131
2025
Q1 		$1.3M Sell
36,285
-4,705
-11% -$173K 0.01% 1045
2024
Q4 		$1.5M Sell
40,990
-6,644
-14% -$243K 0.01% 961
2024
Q3 		$1.72M Buy
47,634
+1,781
+4% +$62.5K 0.01% 859
2024
Q2 		$1.59M Sell
45,853
-690
-1% -$23.5K 0.01% 855
2024
Q1 		$1.58M Sell
46,543
-13,254
-22% -$437K 0.01% 785
2023
Q4 		$1.94M Sell
59,797
-64,193
-52% -$1.97M 0.02% 670
2023
Q3 		$3.71M Buy
+123,990
New +$3.78M 0.04% 398

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return