Chicago Partners Investment Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Chicago Partners Investment Group’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
2025 Q1	–	Sell	-10,250	Closed	-$530K	–	951
2024 Q4	$530K	Sell	10,250 -3,042	-23%	-$156K	0.02%	489
2024 Q3	$673K	Hold	13,292	–	–	0.02%	415
2024 Q2	$643K	Hold	13,292	–	–	0.02%	408
2024 Q1	$617K	Hold	13,292	–	–	0.03%	401
2023 Q4	$595K	Hold	13,292	–	–	0.03%	388
2023 Q3	$534K	Hold	13,292	–	–	0.03%	387
2023 Q2	$557K	Buy	+13,292	New	+$521K	0.03%	392

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Chicago Partners Investment Group's FJUN Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 10,250 shares — an estimated $530K sold.

Chicago Partners Investment Group first reported a position in FJUN in Q2 2023 and held it in 7 quarters. The position peaked at $673K in Q3 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

Chicago Partners Investment Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Chicago Partners Investment Group sold 10,250 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $530K.
Chicago Partners Investment Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2023 and held it in 7 quarters.
Chicago Partners Investment Group's FT Vest US Equity Buffer ETF June position peaked at $673K in Q3 2024.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.