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Money Concepts Capital’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Money Concepts Capital’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,404
Closed -$207K – 1062
2022
Q4 		$207K Buy
+6,404
New +$206K 0.01% 667
2022
Q2 		– Sell
-7,556
Closed -$260K – 1712
2022
Q1 		$260K Buy
+7,556
New +$257K 0.01% 627

Other funds holding DJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Money Concepts Capital's DJUN Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q1 2023, closing a stake of 6,404 shares — an estimated $207K sold.

Money Concepts Capital first reported a position in DJUN in Q1 2022 and held it in 2 quarters. The position peaked at $260K in Q1 2022. 46 funds tracked by Wall St. Rank hold DJUN as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 6,404 FT Vest US Equity Deep Buffer ETF June shares in Q1 2023, an estimated $207K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Deep Buffer ETF June in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Deep Buffer ETF June position peaked at $260K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.