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Capital Analysts LLC’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Capital Analysts LLC’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
Q2 		– Sell
-743
Closed -$16K – 1243
2024
Q1 		$16K Hold
743
– – ﹤0.01% 864
2023
Q4 		$16K Hold
743
– – ﹤0.01% 843
2023
Q3 		$15K Buy
+743
New +$15.1K ﹤0.01% 823

Other funds holding YJUN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Analysts LLC's YJUN Position: Q2 2024 in Review

Capital Analysts LLC sold out of FT Vest International Equity Buffer ETF June (YJUN) in Q2 2024, closing a stake of 743 shares — an estimated $16K sold.

Capital Analysts LLC first reported a position in YJUN in Q3 2023 and held it in 3 quarters. The position peaked at $16K in Q1 2024. 51 funds tracked by Wall St. Rank hold YJUN as of Q2 2024.

  • Capital Analysts LLC reported no remaining FT Vest International Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 743 FT Vest International Equity Buffer ETF June shares in Q2 2024, an estimated $16K.
  • Capital Analysts LLC first reported a position in FT Vest International Equity Buffer ETF June in Q3 2023 and held it in 3 quarters.
  • Capital Analysts LLC's FT Vest International Equity Buffer ETF June position peaked at $16K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q2 2024.

Based on Capital Analysts LLC's 13F filing for Q2 2024, filed 14 Aug 2024.