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Legacy Private Trust’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Legacy Private Trust’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,052
Closed -$214K – 227
2023
Q3 		$214K Buy
+6,052
New +$219K 0.02% 223
2021
Q1 		– Sell
-28,586
Closed -$928K – 219
2020
Q4 		$928K Buy
28,586
+244
+0.9% +$7.79K 0.09% 137
2020
Q3 		$888K Buy
+28,342
New +$884K 0.09% 134

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Legacy Private Trust's DJUN Position: Q4 2023 in Review

Legacy Private Trust sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2023, closing a stake of 6,052 shares — an estimated $214K sold.

Legacy Private Trust first reported a position in DJUN in Q3 2020 and held it in 3 quarters. The position peaked at $928K in Q4 2020. 70 funds tracked by Wall St. Rank hold DJUN as of Q4 2023.

  • Legacy Private Trust reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Legacy Private Trust sold 6,052 FT Vest US Equity Deep Buffer ETF June shares in Q4 2023, an estimated $214K.
  • Legacy Private Trust first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2020 and held it in 3 quarters.
  • Legacy Private Trust's FT Vest US Equity Deep Buffer ETF June position peaked at $928K in Q4 2020.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2023.

Based on Legacy Private Trust's 13F filing for Q4 2023, filed 10 Jan 2024.