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FJUN icon

Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Concurrent Investment 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
2026
Q1 		$1.89M Buy
33,474
+23,953
+252% +$1.37M 0.02% 635
2025
Q4 		$543K Buy
9,521
+1,201
+14% +$67.7K 0.01% 1112
2025
Q3 		$466K Buy
8,320
+1,068
+15% +$58.5K 0.01% 945
2025
Q2 		$389K Hold
7,252
– – 0.01% 948
2025
Q1 		$362K Hold
7,252
– – 0.01% 843
2024
Q4 		$373K Hold
7,252
– – 0.01% 757
2024
Q3 		$366K Buy
7,252
+1,031
+17% +$50.5K 0.01% 714
2024
Q2 		$301K Buy
+6,221
New +$295K 0.01% 736

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return