NWF Advisory Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-4,775
Closed -$261K – 420
2025
Q3
$261K Sell
4,775
-600
-11% -$32K 0.03% 321
2025
Q2
$278K Sell
5,375
-650
-11% -$31.5K 0.03% 308
2025
Q1
$287K Buy
6,025
+1,575
+35% +$77.4K 0.04% 257
2024
Q4
$218K Sell
4,450
-2,075
-32% -$101K 0.03% 246
2024
Q3
$314K Buy
+6,525
New +$304K 0.05% 235

Other funds holding FJUL

NWF Advisory Services's FJUL Position: Q4 2025 in Review

NWF Advisory Services sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2025, closing a stake of 4,775 shares — an estimated $261K sold.

NWF Advisory Services first reported a position in FJUL in Q3 2024 and held it in 5 quarters. The position peaked at $314K in Q3 2024. 166 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

  • NWF Advisory Services reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • NWF Advisory Services sold 4,775 FT Vest US Equity Buffer ETF July shares in Q4 2025, an estimated $261K.
  • NWF Advisory Services first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 5 quarters.
  • NWF Advisory Services's FT Vest US Equity Buffer ETF July position peaked at $314K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.