Onyx Bridge Wealth Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Onyx Bridge Wealth Group’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
2023 Q1	–	Sell	-13,906	Closed	-$507K	–	195
2022 Q4	$507K	Sell	13,906 -72,058	-84%	-$2.59M	0.21%	76
2022 Q3	$2.93M	Buy	+85,964	New	+$3.12M	1.33%	14
2022 Q2	–	Sell	-14,028	Closed	-$505K	–	176
2022 Q1	$505K	Hold	14,028	–	–	0.19%	65
2021 Q4	$534K	Hold	14,028	–	–	0.18%	70
2021 Q3	$519K	Hold	14,028	–	–	0.19%	64
2021 Q2	$507K	Buy	+14,028	New	+$496K	0.22%	48

Other funds holding FJUN

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Onyx Bridge Wealth Group's FJUN Position: Q1 2023 in Review

Onyx Bridge Wealth Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2023, closing a stake of 13,906 shares — an estimated $507K sold.

Onyx Bridge Wealth Group first reported a position in FJUN in Q2 2021 and held it in 6 quarters. The position peaked at $2.93M in Q3 2022. 75 funds tracked by Wall St. Rank hold FJUN as of Q1 2023.

Onyx Bridge Wealth Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 13,906 FT Vest US Equity Buffer ETF June shares in Q1 2023, an estimated $507K.
Onyx Bridge Wealth Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2021 and held it in 6 quarters.
Onyx Bridge Wealth Group's FT Vest US Equity Buffer ETF June position peaked at $2.93M in Q3 2022.
75 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2023, filed 10 Apr 2023.