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New Wave Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-1,220
Closed -$62.7K – 317
2024
Q4 		$62.7K Buy
+1,220
New +$62.6K 0.03% 212

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

New Wave Wealth Advisors's FJUN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 1,220 shares — an estimated $62.7K sold.

New Wave Wealth Advisors first reported a position in FJUN in Q4 2024 and held it in 1 quarter. The position peaked at $62.7K in Q4 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,220 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $62.7K.
  • New Wave Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $62.7K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.