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 Q2	$1.88M	Hold	31,632	–	–	0.02%	476
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 $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 Wealth's FJUL Position: Q2 2026 in Review

NewEdge Wealth held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 31,632 shares worth $1.88M. 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 8 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

NewEdge Wealth held 31,632 shares of FT Vest US Equity Buffer ETF July worth $1.88M as of Q2 2026.
NewEdge Wealth left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.02% of NewEdge Wealth's portfolio in Q2 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 8 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.