Legacy Capital Wealth Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Legacy Capital Wealth 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
2026 Q1	$8.34M	Buy	147,530 +6,577	+5%	+$376K	1.72%	8
2025 Q4	$8.04M	Sell	140,953 -10,475	-7%	-$590K	1.73%	8
2025 Q3	$8.47M	Buy	151,428 +28,392	+23%	+$1.56M	1.84%	6
2025 Q2	$6.6M	Buy	+123,036	New	+$6.25M	1.5%	12
2022 Q1	–	Sell	-450,323	Closed	-$17.1M	–	56
2021 Q4	$17.1M	Sell	450,323 -24,079	-5%	-$899K	7.06%	3
2021 Q3	$17.2M	Sell	474,402 -16,333	-3%	-$598K	6.72%	1
2021 Q2	$17.7M	Sell	490,735 -4,607	-0.9%	-$163K	9.55%	2
2021 Q1	$17.3M	Buy	495,342 +7,165	+1%	+$247K	7.16%	4
2020 Q4	$16.6M	Buy	+488,177	New	+$16.2M	7.13%	4

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

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

Raymond James Financial

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

Carson Wealth (CWM LLC)

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

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

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

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

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