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XJUN icon

LM Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

LM Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.2K Sell
4,003
-8
-0.2% -$345 1.47% 14
2025
Q4 		$93.4K Sell
4,011
-90,369
-96% -$3.84M 1.68% 12
2025
Q3 		$3.98M Hold
94,380
– – 0.57% 34
2025
Q2 		$3.88M Hold
94,380
– – 0.5% 31
2025
Q1 		$3.63M Sell
94,380
-293
-0.3% -$11.4K 0.65% 31
2024
Q4 		$3.66M Buy
94,673
+10,358
+12% +$398K 0.65% 33
2024
Q3 		$2.95M Sell
84,315
-22,800
-21% -$849K 0.6% 35
2024
Q2 		$3.69M Sell
107,115
-5,765
-5% -$210K 0.01% 51
2024
Q1 		$3.84M Sell
112,880
-22,454
-17% -$802K 0.61% 33
2023
Q4 		$4.75M Buy
+135,334
New +$4.6M 0.96% 22

Other funds holding XJUN

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return