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Mason & Associates (California)’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Mason & Associates (California)’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
Q1 		– Sell
-1,485,310
Closed -$65.6M – 115
2023
Q4 		$65.6M Buy
+1,485,310
New +$62.2M 19.27% 1

Other funds holding FJUN

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Osaic Holdings
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MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mason & Associates (California)'s FJUN Position: Q1 2024 in Review

Mason & Associates (California) sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2024, closing a stake of 1,485,310 shares — an estimated $65.6M sold.

Mason & Associates (California) first reported a position in FJUN in Q4 2023 and held it in 1 quarter. The position peaked at $65.6M in Q4 2023. 103 funds tracked by Wall St. Rank hold FJUN as of Q1 2024.

  • Mason & Associates (California) reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 1,485,310 FT Vest US Equity Buffer ETF June shares in Q1 2024, an estimated $65.6M.
  • Mason & Associates (California) first reported a position in FT Vest US Equity Buffer ETF June in Q4 2023 and held it in 1 quarter.
  • Mason & Associates (California)'s FT Vest US Equity Buffer ETF June position peaked at $65.6M in Q4 2023.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2024.

Based on Mason & Associates (California)'s 13F filing for Q1 2024, filed 23 Apr 2024.