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FJUN icon

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

LM 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
2026
Q1 		$42.3K Sell
2,391
-391
-14% -$22.4K 0.67% 43
2025
Q4 		$48.8K Sell
2,782
-41,404
-94% -$2.33M 0.88% 33
2025
Q3 		$2.47M Hold
44,186
– – 0.36% 52
2025
Q2 		$2.37M Buy
44,186
+38,668
+701% +$1.96M 0.31% 49
2025
Q1 		$275K Buy
5,518
+1,000
+22% +$51.6K 0.05% 191
2024
Q4 		$232K Buy
+4,518
New +$232K 0.04% 176
2024
Q1 		– Sell
-455
Closed -$20.1K – 391
2023
Q4 		$20.1K Buy
+455
New +$19.1K ﹤0.01% 436

Other funds holding FJUN

Envestnet Asset Management
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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
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
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
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