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Ergawealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Ergawealth Advisors’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
2024
Q3 		– Sell
-5,864
Closed -$240K – 62
2024
Q2 		$240K Buy
5,864
+118
+2% +$4.75K 0.13% 58
2024
Q1 		$230K Sell
5,746
-257
-4% -$10K 0.13% 56
2023
Q4 		$228K Hold
6,003
– – 0.14% 47
2023
Q3 		$212K Hold
6,003
– – 0.15% 48
2023
Q2 		$216K Buy
+6,003
New +$210K 0.15% 45

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ergawealth Advisors's DJUN Position: Q3 2024 in Review

Ergawealth Advisors sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2024, closing a stake of 5,864 shares — an estimated $240K sold.

Ergawealth Advisors first reported a position in DJUN in Q2 2023 and held it in 5 quarters. The position peaked at $240K in Q2 2024. 98 funds tracked by Wall St. Rank hold DJUN as of Q3 2024.

  • Ergawealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Ergawealth Advisors sold 5,864 FT Vest US Equity Deep Buffer ETF June shares in Q3 2024, an estimated $240K.
  • Ergawealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and held it in 5 quarters.
  • Ergawealth Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $240K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2024.

Based on Ergawealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.