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

Legacy Private Trust’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
2024
Q4 		– Sell
-6,765
Closed -$342K – 242
2024
Q3 		$342K Sell
6,765
-1,599
-19% -$78.4K 0.02% 200
2024
Q2 		$405K Buy
+8,364
New +$396K 0.03% 182
2022
Q4 		– Sell
-9,870
Closed -$336K – 226
2022
Q3 		$336K Buy
+9,870
New +$358K 0.03% 186
2021
Q1 		– Sell
-18,121
Closed -$617K – 221
2020
Q4 		$617K Buy
18,121
+109
+0.6% +$3.61K 0.06% 155
2020
Q3 		$578K Buy
+18,012
New +$572K 0.06% 151

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Legacy Private Trust's FJUN Position: Q4 2024 in Review

Legacy Private Trust sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 6,765 shares — an estimated $342K sold.

Legacy Private Trust first reported a position in FJUN in Q3 2020 and held it in 5 quarters. The position peaked at $617K in Q4 2020. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

  • Legacy Private Trust reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Legacy Private Trust sold 6,765 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $342K.
  • Legacy Private Trust first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and held it in 5 quarters.
  • Legacy Private Trust's FT Vest US Equity Buffer ETF June position peaked at $617K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

Based on Legacy Private Trust's 13F filing for Q4 2024, filed 8 Jan 2025.