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Northeast Planning Associates NH’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Northeast Planning Associates NH’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 		$1.96M Buy
+35,163
New +$2.08M 1.47% 23

Other funds holding FJUN

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Northeast Planning Associates NH's FJUN Position: Q2 2026 in Review

Northeast Planning Associates NH opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026: 35,163 shares worth $1.96M. The stake represents 1.47% of the portfolio and ranks #23 among its holdings.

67 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Northeast Planning Associates NH held 35,163 shares of FT Vest US Equity Buffer ETF June worth $1.96M as of Q2 2026.
  • FT Vest US Equity Buffer ETF June was a new Northeast Planning Associates NH position in Q2 2026.
  • FT Vest US Equity Buffer ETF June made up 1.47% of Northeast Planning Associates NH's portfolio in Q2 2026, its #23 holding.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.