FWM
FJUN icon

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

Foguth Wealth Management’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
2026
Q1 		$3.98M Sell
66,642
-22,730
-25% -$1.3M 0.46% 49
2025
Q4 		$5.11M Buy
+89,372
New +$5.04M 0.79% 46
2025
Q2 		$11.9M Buy
221,547
+104,294
+89% +$5.3M 2.54% 12
2025
Q1 		$5.85M Buy
117,253
+36,303
+45% +$1.87M 1.42% 20
2024
Q4 		$4.27M Buy
80,950
+71,851
+790% +$3.69M 1.12% 27
2024
Q3 		$458K Buy
9,099
+258
+3% +$12.6K 0.17% 77
2024
Q2 		$428K Buy
+8,841
New +$419K 0.19% 72

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return