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

Kingsview 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
2023
Q4 		– Sell
-28,633
Closed -$1.16M – 966
2023
Q3 		$1.16M Buy
+28,633
New +$1.19M 0.04% 400

Other funds holding FJUN

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kingsview Wealth Management's FJUN Position: Q4 2023 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2023, closing a stake of 28,633 shares — an estimated $1.16M sold.

Kingsview Wealth Management first reported a position in FJUN in Q3 2023 and held it in 1 quarter. The position peaked at $1.16M in Q3 2023. 104 funds tracked by Wall St. Rank hold FJUN as of Q4 2023.

  • Kingsview Wealth Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 28,633 FT Vest US Equity Buffer ETF June shares in Q4 2023, an estimated $1.16M.
  • Kingsview Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $1.16M in Q3 2023.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.