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

NewEdge Wealth’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	$1.73M	Hold	31,632	–	–	0.02%	476
2025 Q4	$1.77M	Hold	31,632	–	–	0.02%	483
2025 Q3	$1.74M	Sell	31,632 -88	-0.3%	-$4.69K	0.03%	431
2025 Q2	$1.68M	Sell	31,720 -826	-3%	-$40K	0.03%	416
2025 Q1	$1.55M	Buy	32,546 +50	+0.2%	+$2.46K	0.03%	401
2024 Q4	$1.59M	Hold	32,496	–	–	0.03%	401
2024 Q3	$1.56M	Buy	+32,496	New	+$1.51M	0.03%	387

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

NewEdge Wealth's FJUL Position: Q1 2026 in Review

NewEdge Wealth held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 31,632 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #476.

NewEdge Wealth first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

NewEdge Wealth held 31,632 shares of FT Vest US Equity Buffer ETF July worth $1.73M as of Q1 2026.
NewEdge Wealth left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #476 holding.
NewEdge Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's FT Vest US Equity Buffer ETF July position peaked at $1.77M in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.