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Legacy CG’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Legacy CG’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
Q1 		– Sell
-223,308
Closed -$8.06M – 44
2022
Q4 		$8.06M Buy
223,308
+110,739
+98% +$3.98M 4.73% 5
2022
Q3 		$3.83M Sell
112,569
-32,983
-23% -$1.2M 2.52% 12
2022
Q2 		$5.12M Buy
145,552
+5,620
+4% +$202K 3.52% 5
2022
Q1 		$5.29M Buy
+139,932
New +$5.2M 3.44% 7

Other funds holding FJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy CG's FJUN Position: Q1 2023 in Review

Legacy CG sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2023, closing a stake of 223,308 shares — an estimated $8.06M sold.

Legacy CG first reported a position in FJUN in Q1 2022 and held it in 4 quarters. The position peaked at $8.06M in Q4 2022. 75 funds tracked by Wall St. Rank hold FJUN as of Q1 2023.

  • Legacy CG reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • Legacy CG sold 223,308 FT Vest US Equity Buffer ETF June shares in Q1 2023, an estimated $8.06M.
  • Legacy CG first reported a position in FT Vest US Equity Buffer ETF June in Q1 2022 and held it in 4 quarters.
  • Legacy CG's FT Vest US Equity Buffer ETF June position peaked at $8.06M in Q4 2022.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2023.

Based on Legacy CG's 13F filing for Q1 2023, filed 24 Apr 2023.