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Lifeworks Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Lifeworks Advisors’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
Q3 		– Sell
-5,070
Closed -$245K – 300
2024
Q2 		$245K Sell
5,070
-1,410
-22% -$66.8K 0.07% 195
2024
Q1 		$305K Buy
+6,480
New +$295K 0.09% 177

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Lifeworks Advisors's FJUN Position: Q3 2024 in Review

Lifeworks Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2024, closing a stake of 5,070 shares — an estimated $245K sold.

Lifeworks Advisors first reported a position in FJUN in Q1 2024 and held it in 2 quarters. The position peaked at $305K in Q1 2024. 137 funds tracked by Wall St. Rank hold FJUN as of Q3 2024.

  • Lifeworks Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 5,070 FT Vest US Equity Buffer ETF June shares in Q3 2024, an estimated $245K.
  • Lifeworks Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2024 and held it in 2 quarters.
  • Lifeworks Advisors's FT Vest US Equity Buffer ETF June position peaked at $305K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2024.

Based on Lifeworks Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.