OneDigital Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

OneDigital Investment Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-52,495	Closed	-$2M	–	1531
2024 Q3	$2M	Hold	52,495	–	–	0.02%	438
2024 Q2	$1.93M	Buy	+52,495	New	+$1.91M	0.02%	429
2023 Q1	–	Sell	-7,000	Closed	-$215K	–	995
2022 Q4	$215K	Sell	7,000 -3,000	-30%	-$90.7K	0.01%	757
2022 Q3	$291K	Buy	10,000 +2,500	+33%	+$75.6K	0.01%	610
2022 Q2	$221K	Buy	+7,500	New	+$223K	0.01%	637

Other funds holding XJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BTWM

Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

OneDigital Investment Advisors's XJUN Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2024, closing a stake of 52,495 shares — an estimated $2M sold.

OneDigital Investment Advisors first reported a position in XJUN in Q2 2022 and held it in 5 quarters. The position peaked at $2M in Q3 2024. 80 funds tracked by Wall St. Rank hold XJUN as of Q4 2024.

OneDigital Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 52,495 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2024, an estimated $2M.
OneDigital Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 5 quarters.
OneDigital Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $2M in Q3 2024.
80 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.