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

Laidlaw 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
2025 Q1	–	Sell	-28,293	Closed	-$1.45M	–	82
2024 Q4	$1.45M	Buy	28,293 +154	+0.5%	+$7.9K	0.63%	42
2024 Q3	$1.42M	Buy	28,139 +1,231	+5%	+$60.3K	0.7%	44
2024 Q2	$1.3M	Buy	26,908 +905	+3%	+$42.9K	0.72%	39
2024 Q1	$1.22M	Buy	26,003 +1,900	+8%	+$86.5K	0.68%	45
2023 Q4	$1.06M	Sell	24,103 -3,012	-11%	-$126K	0.39%	78
2023 Q3	$1.1M	Buy	+27,115	New	+$1.13M	0.36%	82

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

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

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 San Diego, California $377B AUM 19.32% 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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Laidlaw Wealth Management's FJUN Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 28,293 shares — an estimated $1.45M sold.

Laidlaw Wealth Management first reported a position in FJUN in Q3 2023 and held it in 6 quarters. The position peaked at $1.45M in Q4 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

Laidlaw Wealth Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 28,293 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $1.45M.
Laidlaw Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $1.45M in Q4 2024.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.