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

Money Concepts Capital’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
2026 Q2	$359K	Sell	5,982 -342	-5%	-$20.2K	0.02%	469
2026 Q1	$357K	Buy	6,324 +10	+0.2%	+$572	0.02%	434
2025 Q4	$360K	Hold	6,314	–	–	0.02%	399
2025 Q3	$353K	Sell	6,314 -110	-2%	-$6.03K	0.02%	363
2025 Q2	$345K	Hold	6,424	–	–	0.02%	351
2025 Q1	$320K	Hold	6,424	–	–	0.02%	345
2024 Q4	$330K	Hold	6,424	–	–	0.02%	337
2024 Q3	$325K	Hold	6,424	–	–	0.02%	333
2024 Q2	$311K	Buy	+6,424	New	+$304K	0.03%	324
2023 Q1	–	Sell	-4,650	Closed	-$168K	–	1330
2022 Q4	$168K	Buy	+4,650	New	+$167K	0.01%	764

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

Money Concepts Capital's FJUN Position: Q2 2026 in Review

Money Concepts Capital reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 5.4% in Q2 2026, selling an estimated $20.2K and leaving 5,982 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #469.

Money Concepts Capital first reported a position in FJUN in Q4 2022 and has held it in 10 quarters since. The position peaked at $360K in Q4 2025. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Money Concepts Capital held 5,982 shares of FT Vest US Equity Buffer ETF June worth $359K as of Q2 2026.
Money Concepts Capital sold 342 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $20.2K.
FT Vest US Equity Buffer ETF June made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #469 holding.
Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF June in Q4 2022 and has held it in 10 quarters since.
Money Concepts Capital's FT Vest US Equity Buffer ETF June position peaked at $360K in Q4 2025.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.