Benjamin Edwards Inc’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Benjamin Edwards Inc’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,000	Closed	-$171K	–	1132
2024 Q2	$171K	Buy	5,000 +1,135	+29%	+$38.1K	0.03%	363
2024 Q1	$129K	Sell	3,865 -690	-15%	-$22.5K	0.03%	389
2023 Q4	$145K	Hold	4,555	–	–	0.03%	373
2023 Q3	$135K	Hold	4,555	–	–	0.03%	347
2023 Q2	$137K	Buy	+4,555	New	+$136K	0.03%	335

Other funds holding GJUN

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

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

Benjamin Edwards Inc's GJUN Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2024, closing a stake of 5,000 shares — an estimated $171K sold.

Benjamin Edwards Inc first reported a position in GJUN in Q2 2023 and held it in 5 quarters. The position peaked at $171K in Q2 2024. 122 funds tracked by Wall St. Rank hold GJUN as of Q3 2024.

Benjamin Edwards Inc reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 5,000 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2024, an estimated $171K.
Benjamin Edwards Inc first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 5 quarters.
Benjamin Edwards Inc's FT Vest US Equity Moderate Buffer ETF June position peaked at $171K in Q2 2024.
122 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.