KMG Fiduciary Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-25,046	Closed	-$1.4M	–	272
2025 Q3	$1.4M	Hold	25,046	–	–	0.09%	168
2025 Q2	$1.34M	Hold	25,046	–	–	0.1%	166
2025 Q1	$1.25M	Hold	25,046	–	–	0.1%	167
2024 Q4	$1.29M	Hold	25,046	–	–	0.11%	159
2024 Q3	$1.27M	Hold	25,046	–	–	0.11%	158
2024 Q2	$1.21M	Hold	25,046	–	–	0.12%	136
2024 Q1	$1.18M	Hold	25,046	–	–	0.12%	135
2023 Q4	$1.11M	Hold	25,046	–	–	0.13%	136
2023 Q3	$1.02M	Buy	+25,046	New	+$1.04M	0.13%	135

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KMG Fiduciary Partners's FJUN Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2025, closing a stake of 25,046 shares — an estimated $1.4M sold.

KMG Fiduciary Partners first reported a position in FJUN in Q3 2023 and held it in 9 quarters. The position peaked at $1.4M in Q3 2025. 146 funds tracked by Wall St. Rank hold FJUN as of Q4 2025.

KMG Fiduciary Partners reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 25,046 FT Vest US Equity Buffer ETF June shares in Q4 2025, an estimated $1.4M.
KMG Fiduciary Partners first reported a position in FT Vest US Equity Buffer ETF June in Q3 2023 and held it in 9 quarters.
KMG Fiduciary Partners's FT Vest US Equity Buffer ETF June position peaked at $1.4M in Q3 2025.
146 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.