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Advisor Resource Council’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Advisor Resource Council’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,178
Closed -$758K – 332
2023
Q4 		$758K Buy
+17,178
New +$719K 0.09% 222

Other funds holding FJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Advisor Resource Council's FJUN Position: Q1 2024 in Review

Advisor Resource Council sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2024, closing a stake of 17,178 shares — an estimated $758K sold.

Advisor Resource Council first reported a position in FJUN in Q4 2023 and held it in 1 quarter. The position peaked at $758K in Q4 2023. 103 funds tracked by Wall St. Rank hold FJUN as of Q1 2024.

  • Advisor Resource Council reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 17,178 FT Vest US Equity Buffer ETF June shares in Q1 2024, an estimated $758K.
  • Advisor Resource Council first reported a position in FT Vest US Equity Buffer ETF June in Q4 2023 and held it in 1 quarter.
  • Advisor Resource Council's FT Vest US Equity Buffer ETF June position peaked at $758K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.