Advisory Resource Group’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Advisory Resource Group’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,743	Closed	-$246K	–	175
2024 Q3	$246K	Buy	+10,743	New	+$240K	0.05%	150
2023 Q4	–	Sell	-13,994	Closed	-$277K	–	160
2023 Q3	$277K	Buy	13,994 +4,103	+41%	+$83.4K	0.07%	134
2023 Q2	$203K	Sell	9,891 -47,454	-83%	-$962K	0.06%	147
2023 Q1	$1.14M	Hold	57,345	–	–	0.32%	55
2022 Q4	$1.06M	Hold	57,345	–	–	0.32%	57
2022 Q3	$930K	Hold	57,345	–	–	0.31%	62
2022 Q2	$1.01M	Hold	57,345	–	–	0.33%	58
2022 Q1	$1.11M	Hold	57,345	–	–	0.35%	55
2021 Q4	$1.13M	Hold	57,345	–	–	0.38%	57
2021 Q3	$1.14M	Buy	+57,345	New	+$1.16M	0.42%	50

Other funds holding YJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Advisory Resource Group's YJUN Position: Q4 2024 in Review

Advisory Resource Group sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q4 2024, closing a stake of 10,743 shares — an estimated $246K sold.

Advisory Resource Group first reported a position in YJUN in Q3 2021 and held it in 10 quarters. The position peaked at $1.14M in Q3 2021. 65 funds tracked by Wall St. Rank hold YJUN as of Q4 2024.

Advisory Resource Group reported no remaining FT Vest International Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Advisory Resource Group sold 10,743 FT Vest International Equity Buffer ETF June shares in Q4 2024, an estimated $246K.
Advisory Resource Group first reported a position in FT Vest International Equity Buffer ETF June in Q3 2021 and held it in 10 quarters.
Advisory Resource Group's FT Vest International Equity Buffer ETF June position peaked at $1.14M in Q3 2021.
65 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.