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FSB Premier Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

FSB Premier Wealth Management’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
Q2 		– Sell
-20,962
Closed -$759K – 194
2024
Q1 		$759K Hold
20,962
– – 0.35% 64
2023
Q4 		$736K Hold
20,962
– – 0.37% 62
2023
Q3 		$694K Buy
20,962
+3,185
+18% +$107K 0.39% 58
2023
Q2 		$595K Buy
+17,777
New +$582K 0.32% 68

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

FSB Premier Wealth Management's XJUN Position: Q2 2024 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2024, closing a stake of 20,962 shares — an estimated $759K sold.

FSB Premier Wealth Management first reported a position in XJUN in Q2 2023 and held it in 4 quarters. The position peaked at $759K in Q1 2024. 65 funds tracked by Wall St. Rank hold XJUN as of Q2 2024.

  • FSB Premier Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • FSB Premier Wealth Management sold 20,962 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2024, an estimated $759K.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 4 quarters.
  • FSB Premier Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $759K in Q1 2024.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2024.

Based on FSB Premier Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.