First Heartland Consultants’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

First Heartland Consultants’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
2025 Q1	–	Sell	-4,340	Closed	-$223K	–	453
2024 Q4	$223K	Buy	4,340 +53	+1%	+$2.72K	0.02%	409
2024 Q3	$217K	Hold	4,287	–	–	0.02%	417
2024 Q2	$207	Hold	4,287	–	–	0.01%	419
2024 Q1	$202K	Buy	+4,287	New	+$195K	0.02%	409
2023 Q4	–	Sell	-8,455	Closed	-$343K	–	367
2023 Q3	$343K	Buy	8,455 +924	+12%	+$38.4K	0.04%	267
2023 Q2	$312K	Buy	7,531 +874	+13%	+$34.3K	0.04%	282
2023 Q1	$255K	Buy	+6,657	New	+$249K	0.04%	303

Other funds holding FJUN

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWS

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

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

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First Heartland Consultants's FJUN Position: Q1 2025 in Review

First Heartland Consultants sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 4,340 shares — an estimated $223K sold.

First Heartland Consultants first reported a position in FJUN in Q1 2023 and held it in 7 quarters. The position peaked at $343K in Q3 2023. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

First Heartland Consultants reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 4,340 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $223K.
First Heartland Consultants first reported a position in FT Vest US Equity Buffer ETF June in Q1 2023 and held it in 7 quarters.
First Heartland Consultants's FT Vest US Equity Buffer ETF June position peaked at $343K in Q3 2023.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.