Capital Analysts LLC’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Capital Analysts LLC’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
2026 Q2	$258K	Sell	4,302 -629	-13%	-$37.2K	0.01%	639
2026 Q1	$278K	Hold	4,931	–	–	0.01%	576
2025 Q4	$281K	Hold	4,931	–	–	0.01%	548
2025 Q3	$276K	Buy	4,931 +170	+4%	+$9.31K	0.01%	537
2025 Q2	$256K	Hold	4,761	–	–	0.01%	502
2025 Q1	$238K	Buy	4,761 +717	+18%	+$37K	0.01%	501
2024 Q4	$208K	Hold	4,044	–	–	0.01%	481
2024 Q3	$204K	Buy	4,044 +523	+15%	+$25.6K	0.01%	462
2024 Q2	$170K	Buy	+3,521	New	+$167K	0.01%	479
2023 Q1	–	Sell	-6,113	Closed	-$221K	–	1001
2022 Q4	$221K	Hold	6,113	–	–	0.01%	386
2022 Q3	$208K	Buy	6,113 +4,712	+336%	+$171K	0.01%	348
2022 Q2	$49K	Buy	+1,401	New	+$50.2K	﹤0.01%	563

Other funds holding FJUN

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's FJUN Position: Q2 2026 in Review

Capital Analysts LLC reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 13% in Q2 2026, selling an estimated $37.2K and leaving 4,302 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #639.

Capital Analysts LLC first reported a position in FJUN in Q2 2022 and has held it in 12 quarters since. The position peaked at $281K in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Capital Analysts LLC held 4,302 shares of FT Vest US Equity Buffer ETF June worth $258K as of Q2 2026.
Capital Analysts LLC sold 629 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $37.2K.
FT Vest US Equity Buffer ETF June made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #639 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 12 quarters since.
Capital Analysts LLC's FT Vest US Equity Buffer ETF June position peaked at $281K in Q4 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.