Cary Street Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DJUN Stock Details DJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-500	Closed	-$17K	–	1758
2023 Q1	$17K	Hold	500	–	–	﹤0.01%	1021
2022 Q4	$16.2K	Buy	+500	New	+$16.1K	﹤0.01%	1027

Other funds holding DJUN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's DJUN Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2023, closing a stake of 500 shares — an estimated $17K sold.

Cary Street Partners Investment Advisory first reported a position in DJUN in Q4 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2023. 55 funds tracked by Wall St. Rank hold DJUN as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 500 FT Vest US Equity Deep Buffer ETF June shares in Q2 2023, an estimated $17K.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2022 and held it in 2 quarters.
Cary Street Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF June position peaked at $17K in Q1 2023.
55 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.