Stephens Inc’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Stephens Inc’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	$3.2M	Sell	53,696 -1,252	-2%	-$72.9K	0.04%	393
2026 Q1	$3.01M	Sell	54,948 -51,412	-48%	-$2.87M	0.04%	399
2025 Q4	$5.95M	Sell	106,360 -15,755	-13%	-$869K	0.07%	266
2025 Q3	$6.68M	Sell	122,115 -4,367	-3%	-$233K	0.09%	235
2025 Q2	$6.54M	Sell	126,482 -697	-0.5%	-$33.8K	0.09%	231
2025 Q1	$6.06M	Sell	127,179 -1,201	-0.9%	-$59K	0.09%	236
2024 Q4	$6.29M	Sell	128,380 -5,104	-4%	-$249K	0.09%	221
2024 Q3	$6.42M	Buy	133,484 +51,053	+62%	+$2.38M	0.09%	229
2024 Q2	$3.8M	Sell	82,431 -287	-0.3%	-$12.9K	0.06%	303
2024 Q1	$3.68M	Sell	82,718 -2,396	-3%	-$103K	0.06%	301
2023 Q4	$3.54M	Sell	85,114 -9,389	-10%	-$371K	0.06%	288
2023 Q3	$3.62M	Buy	+94,503	New	+$3.71M	0.07%	274

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

Stephens Inc's FJUL Position: Q2 2026 in Review

Stephens Inc reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.3% in Q2 2026, selling an estimated $72.9K and leaving 53,696 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #393.

Stephens Inc first reported a position in FJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.68M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Stephens Inc held 53,696 shares of FT Vest US Equity Buffer ETF July worth $3.2M as of Q2 2026.
Stephens Inc sold 1,252 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $72.9K.
FT Vest US Equity Buffer ETF July made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #393 holding.
Stephens Inc first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Stephens Inc's FT Vest US Equity Buffer ETF July position peaked at $6.68M in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.