OP
QCJL

ORG Partners’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

ORG Partners’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$60.1K Hold
2,532
– – 0.01% 547
2025
Q3 		$59K Hold
2,532
– – 0.01% 553
2025
Q2 		$56.6K Hold
2,532
– – 0.01% 514
2025
Q1 		$51.7K Hold
2,532
– – 0.01% 476
2024
Q4 		$53.1K Buy
+2,532
New +$52.6K 0.01% 540

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

ORG Partners's QCJL Position: Q4 2025 in Review

ORG Partners held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q4 2025 at 2,532 shares worth $60.1K. The position accounts for 0.01% of the portfolio, ranked #547.

ORG Partners first reported a position in QCJL in Q4 2024 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold QCJL as of Q4 2025.

  • ORG Partners held 2,532 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $60.1K as of Q4 2025.
  • ORG Partners left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q4 2025.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.01% of ORG Partners's portfolio in Q4 2025, its #547 holding.
  • ORG Partners first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q4 2024 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.