Smart Money Group’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Smart Money Group’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$503K	Sell	10,753 -1,892	-15%	-$90K	0.15%	69
2025 Q4	$602K	Sell	12,645 -1,241	-9%	-$58.4K	0.18%	65
2025 Q3	$648K	Sell	13,886 -557	-4%	-$25.5K	0.19%	60
2025 Q2	$642K	Sell	14,443 -3,977	-22%	-$166K	0.2%	56
2025 Q1	$753K	Sell	18,420 -148,665	-89%	-$6.26M	0.26%	51
2024 Q4	$7.01M	Sell	167,085 -4,897	-3%	-$205K	2.42%	9
2024 Q3	$7.07M	Sell	171,982 -14,035	-8%	-$564K	2.52%	10
2024 Q2	$7.45M	Sell	186,017 -7,747	-4%	-$302K	2.66%	10
2024 Q1	$7.4M	Sell	193,764 -348,452	-64%	-$13.1M	2.88%	8
2023 Q4	$19.8M	Buy	+542,216	New	+$18.9M	8.62%	4

Other funds holding DJUL

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

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

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Smart Money Group's DJUL Position: Q1 2026 in Review

Smart Money Group reduced its FT Vest US Equity Deep Buffer ETF July (DJUL) stake by 15% in Q1 2026, selling an estimated $90K and leaving 10,753 shares worth $503K. The position accounts for 0.15% of the portfolio, ranked #69.

Smart Money Group first reported a position in DJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8M in Q4 2023. 113 funds tracked by Wall St. Rank hold DJUL as of Q1 2026.

Smart Money Group held 10,753 shares of FT Vest US Equity Deep Buffer ETF July worth $503K as of Q1 2026.
Smart Money Group sold 1,892 FT Vest US Equity Deep Buffer ETF July shares in Q1 2026, an estimated $90K.
FT Vest US Equity Deep Buffer ETF July made up 0.15% of Smart Money Group's portfolio in Q1 2026, its #69 holding.
Smart Money Group first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
Smart Money Group's FT Vest US Equity Deep Buffer ETF July position peaked at $19.8M in Q4 2023.
113 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.