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B. Riley Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

B. Riley Wealth Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,045
Closed -$216K – 1621
2022
Q4 		$216K Sell
7,045
-1,605
-19% -$48.5K 0.01% 1214
2022
Q3 		$252K Buy
+8,650
New +$262K 0.01% 1109

Other funds holding XJUN

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B. Riley Wealth Advisors's XJUN Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2023, closing a stake of 7,045 shares — an estimated $216K sold.

B. Riley Wealth Advisors first reported a position in XJUN in Q3 2022 and held it in 2 quarters. The position peaked at $252K in Q3 2022. 41 funds tracked by Wall St. Rank hold XJUN as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,045 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2023, an estimated $216K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $252K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.