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Kraematon Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Kraematon Investment Advisors’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
2024
Q1 		– Sell
-73,571
Closed -$2.58M – 92
2023
Q4 		$2.58M Sell
73,571
-2,665
-3% -$90.5K 2.84% 9
2023
Q3 		$2.53M Buy
+76,236
New +$2.56M 3.11% 8

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kraematon Investment Advisors's XJUN Position: Q1 2024 in Review

Kraematon Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 73,571 shares — an estimated $2.58M sold.

Kraematon Investment Advisors first reported a position in XJUN in Q3 2023 and held it in 2 quarters. The position peaked at $2.58M in Q4 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

  • Kraematon Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Kraematon Investment Advisors sold 73,571 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $2.58M.
  • Kraematon Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and held it in 2 quarters.
  • Kraematon Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $2.58M in Q4 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Kraematon Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.