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Key Financial Inc’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Key Financial Inc’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
2025
Q1 		– Sell
-782
Closed -$40.2K – 1392
2024
Q4 		$40.2K Hold
782
– – 0.01% 515
2024
Q3 		$39.5K Hold
782
– – 0.01% 519
2024
Q2 		$37.8K Sell
782
-218
-22% -$10.3K 0.01% 516
2024
Q1 		$47K Buy
+1,000
New +$45.5K 0.01% 447

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Key Financial Inc's FJUN Position: Q1 2025 in Review

Key Financial Inc sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 782 shares — an estimated $40.2K sold.

Key Financial Inc first reported a position in FJUN in Q1 2024 and held it in 4 quarters. The position peaked at $47K in Q1 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

  • Key Financial Inc reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 782 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $40.2K.
  • Key Financial Inc first reported a position in FT Vest US Equity Buffer ETF June in Q1 2024 and held it in 4 quarters.
  • Key Financial Inc's FT Vest US Equity Buffer ETF June position peaked at $47K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.