First Heartland Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

First Heartland Consultants’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
2026 Q2	$1.13M	Sell	25,522 -41	-0.2%	-$1.81K	0.07%	200
2026 Q1	$1.1M	Sell	25,563 -17	-0.1%	-$733	0.08%	175
2025 Q4	$1.1M	Sell	25,580 -1,293	-5%	-$54.9K	0.08%	169
2025 Q3	$1.13M	Sell	26,873 -3,973	-13%	-$165K	0.09%	164
2025 Q2	$1.27M	Sell	30,846 -5,119	-14%	-$200K	0.11%	142
2025 Q1	$1.38M	Sell	35,965 -589	-2%	-$22.9K	0.14%	121
2024 Q4	$1.41M	Buy	36,554 +753	+2%	+$28.9K	0.14%	124
2024 Q3	$1.36M	Sell	35,801 -11,442	-24%	-$426K	0.15%	117
2024 Q2	$1.74K	Sell	47,243 -5,155	-10%	-$188K	0.12%	120
2024 Q1	$1.9M	Sell	52,398 -2,611	-5%	-$93.2K	0.2%	114
2023 Q4	$1.93M	Sell	55,009 -137,833	-71%	-$4.68M	0.23%	96
2023 Q3	$6.39M	Sell	192,842 -2,717	-1%	-$91.2K	0.81%	32
2023 Q2	$6.54M	Sell	195,559 -100,041	-34%	-$3.28M	0.85%	26
2023 Q1	$9.5M	Sell	295,600 -9,170	-3%	-$289K	1.43%	14
2022 Q4	$9.34M	Buy	304,770 +81,827	+37%	+$2.47M	1.5%	13
2022 Q3	$6.48K	Buy	+222,943	New	+$6.74M	0.56%	22

Other funds holding XJUN

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants's XJUN Position: Q2 2026 in Review

First Heartland Consultants reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 0.16% in Q2 2026, selling an estimated $1.81K and leaving 25,522 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #200.

First Heartland Consultants first reported a position in XJUN in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.5M in Q1 2023. 9 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

First Heartland Consultants held 25,522 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.13M as of Q2 2026.
First Heartland Consultants sold 41 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $1.81K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #200 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and has held it in 16 quarters since.
First Heartland Consultants's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $9.5M in Q1 2023.
9 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.