Financial Guidance Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Financial Guidance Group’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-253,288	Closed	-$8.9M	–	58
2023 Q4	$8.9M	Sell	253,288 -8,738	-3%	-$297K	6.18%	4
2023 Q3	$8.68M	Buy	262,026 +357	+0.1%	+$12K	6.53%	3
2023 Q2	$8.75M	Sell	261,669 -4,164	-2%	-$136K	6.43%	3
2023 Q1	$8.54M	Sell	265,833 -511	-0.2%	-$16.1K	6.5%	3
2022 Q4	$8.16M	Sell	266,344 -10,010	-4%	-$303K	6.64%	3
2022 Q3	$8.03M	Buy	276,354 +610	+0.2%	+$18.4K	6.44%	4
2022 Q2	$8.14M	Buy	+275,744	New	+$8.19M	6.4%	6

Other funds holding XJUN

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

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Financial Guidance Group's XJUN Position: Q1 2024 in Review

Financial Guidance Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 253,288 shares — an estimated $8.9M sold.

Financial Guidance Group first reported a position in XJUN in Q2 2022 and held it in 7 quarters. The position peaked at $8.9M in Q4 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

Financial Guidance Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Financial Guidance Group sold 253,288 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $8.9M.
Financial Guidance Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 7 quarters.
Financial Guidance Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $8.9M in Q4 2023.
65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Financial Guidance Group's 13F filing for Q1 2024, filed 1 May 2024.