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Mid Atlantic Financial Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$352K Buy
9,725
+4,145
+74% +$152K 0.02% 594
2021
Q2 		$201K Buy
+5,580
New +$197K 0.01% 847

Other funds holding FJUN

LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Mid Atlantic Financial Management's FJUN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 74% in Q3 2021, buying an estimated $152K and bringing the position to 9,725 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #594.

Mid Atlantic Financial Management first reported a position in FJUN in Q2 2021 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FJUN as of Q3 2021.

  • Mid Atlantic Financial Management held 9,725 shares of FT Vest US Equity Buffer ETF June worth $352K as of Q3 2021.
  • Mid Atlantic Financial Management bought 4,145 FT Vest US Equity Buffer ETF June shares in Q3 2021, an estimated $152K.
  • FT Vest US Equity Buffer ETF June made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #594 holding.
  • Mid Atlantic Financial Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2021 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.