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Merit Financial Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Merit Financial Group’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
2025
Q4 		– Sell
-4,042
Closed -$226K – 1973
2025
Q3 		$226K Sell
4,042
-767
-16% -$42K ﹤0.01% 1598
2025
Q2 		$258K Sell
4,809
-2,364
-33% -$120K ﹤0.01% 1415
2025
Q1 		$358K Buy
7,173
+1,151
+19% +$59.4K 0.01% 1065
2024
Q4 		$309K Buy
+6,022
New +$309K 0.01% 917

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Merit Financial Group's FJUN Position: Q4 2025 in Review

Merit Financial Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2025, closing a stake of 4,042 shares — an estimated $226K sold.

Merit Financial Group first reported a position in FJUN in Q4 2024 and held it in 4 quarters. The position peaked at $358K in Q1 2025. 146 funds tracked by Wall St. Rank hold FJUN as of Q4 2025.

  • Merit Financial Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 4,042 FT Vest US Equity Buffer ETF June shares in Q4 2025, an estimated $226K.
  • Merit Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and held it in 4 quarters.
  • Merit Financial Group's FT Vest US Equity Buffer ETF June position peaked at $358K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.