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XJUN icon

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

HFG 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
2025
Q1 		– Sell
-94,607
Closed -$3.6M – 55
2024
Q4 		$3.6M Sell
94,607
-20,715
-18% -$796K 2.33% 15
2024
Q3 		$4.25M Hold
115,322
– – 2.71% 15
2024
Q2 		$4.25M Sell
115,322
-266,268
-70% -$9.71M 2.71% 15
2024
Q1 		$13.8M Buy
381,590
+24,949
+7% +$891K 8.14% 4
2023
Q4 		$12.5M Buy
+356,641
New +$12.1M 3.08% 9

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

HFG Wealth Management's XJUN Position: Q1 2025 in Review

HFG Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2025, closing a stake of 94,607 shares — an estimated $3.6M sold.

HFG Wealth Management first reported a position in XJUN in Q4 2023 and held it in 5 quarters. The position peaked at $13.8M in Q1 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q1 2025.

  • HFG Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • HFG Wealth Management sold 94,607 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2025, an estimated $3.6M.
  • HFG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2023 and held it in 5 quarters.
  • HFG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $13.8M in Q1 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2025.

Based on HFG Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.