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OneDigital Investment Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

OneDigital Investment 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
2026
Q1 		$521K Buy
9,214
+1,262
+16% +$72.2K 0.01% 929
2025
Q4 		$454K Sell
7,952
-29
-0.4% -$1.63K ﹤0.01% 995
2025
Q3 		$447K Buy
7,981
+29
+0.4% +$1.59K ﹤0.01% 985
2025
Q2 		$427K Sell
7,952
-852
-10% -$43.3K ﹤0.01% 973
2025
Q1 		$439K Sell
8,804
-2,000
-19% -$103K 0.01% 907
2024
Q4 		$555K Sell
10,804
-924
-8% -$47.4K 0.01% 849
2024
Q3 		$592K Buy
11,728
+900
+8% +$44.1K 0.01% 870
2024
Q2 		$524K Sell
10,828
-870
-7% -$41.2K 0.01% 884
2024
Q1 		$550K Sell
11,698
-502
-4% -$22.8K 0.01% 710
2023
Q4 		$539K Sell
12,200
-1,280
-9% -$53.6K 0.01% 691
2023
Q3 		$546K Buy
13,480
+50
+0.4% +$2.08K 0.01% 606
2023
Q2 		$557K Buy
13,430
+1,223
+10% +$48K 0.01% 601
2023
Q1 		$467K Sell
12,207
-12
-0.1% -$448 0.01% 649
2022
Q4 		$441K Buy
12,219
+985
+9% +$35.4K 0.01% 552
2022
Q3 		$382K Hold
11,234
– – 0.01% 530
2022
Q2 		$395K Hold
11,234
– – 0.02% 487
2022
Q1 		$425K Sell
11,234
-191
-2% -$7.1K 0.02% 491
2021
Q4 		$434K Hold
11,425
– – 0.02% 491
2021
Q3 		$414K Buy
+11,425
New +$418K 0.02% 479

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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors's FJUN Position: Q1 2026 in Review

OneDigital Investment Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 16% in Q1 2026, buying an estimated $72.2K and bringing the position to 9,214 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #929.

OneDigital Investment Advisors first reported a position in FJUN in Q3 2021 and has held it in 19 quarters since. The position peaked at $592K in Q3 2024. 148 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

  • OneDigital Investment Advisors held 9,214 shares of FT Vest US Equity Buffer ETF June worth $521K as of Q1 2026.
  • OneDigital Investment Advisors bought 1,262 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $72.2K.
  • FT Vest US Equity Buffer ETF June made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #929 holding.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q3 2021 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's FT Vest US Equity Buffer ETF June position peaked at $592K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.