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Insight Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Insight Advisors’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,811
Closed -$676K – 286
2023
Q3 		$676K Buy
22,811
+819
+4% +$24.7K 0.15% 112
2023
Q2 		$662K Buy
+21,992
New +$656K 0.15% 110

Other funds holding GJUN

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Insight Advisors's GJUN Position: Q4 2023 in Review

Insight Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2023, closing a stake of 22,811 shares — an estimated $676K sold.

Insight Advisors first reported a position in GJUN in Q2 2023 and held it in 2 quarters. The position peaked at $676K in Q3 2023. 79 funds tracked by Wall St. Rank hold GJUN as of Q4 2023.

  • Insight Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Insight Advisors sold 22,811 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2023, an estimated $676K.
  • Insight Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Insight Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $676K in Q3 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2023.

Based on Insight Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.