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Clear Point Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-1,165
Closed -$58.9K – 257
2024
Q3 		$58.9K Hold
1,165
– – 0.05% 187
2024
Q2 		$56.4K Sell
1,165
-1,500
-56% -$71K 0.05% 182
2024
Q1 		$125K Hold
2,665
– – 0.1% 132
2023
Q4 		$118K Buy
+2,665
New +$112K 0.1% 131

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clear Point Advisors's FJUN Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 1,165 shares — an estimated $58.9K sold.

Clear Point Advisors first reported a position in FJUN in Q4 2023 and held it in 4 quarters. The position peaked at $125K in Q1 2024. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,165 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $58.9K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest US Equity Buffer ETF June position peaked at $125K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.