Element Wealth’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Element Wealth’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
2023 Q4	–	Sell	-500	Closed	-$20.3K	–	260
2023 Q3	$20.3K	Buy	+500	New	+$20.8K	0.01%	194

Other funds holding FJUN

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KWS

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Element Wealth's FJUN Position: Q4 2023 in Review

Element Wealth sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2023, closing a stake of 500 shares — an estimated $20.3K sold.

Element Wealth first reported a position in FJUN in Q3 2023 and held it in 1 quarter. The position peaked at $20.3K in Q3 2023. 104 funds tracked by Wall St. Rank hold FJUN as of Q4 2023.

Element Wealth reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
Element Wealth sold 500 FT Vest US Equity Buffer ETF June shares in Q4 2023, an estimated $20.3K.
Element Wealth first reported a position in FT Vest US Equity Buffer ETF June in Q3 2023 and held it in 1 quarter.
Element Wealth's FT Vest US Equity Buffer ETF June position peaked at $20.3K in Q3 2023.
104 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2023.

Based on Element Wealth's 13F filing for Q4 2023, filed 1 Feb 2024.