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Patriot Financial Group Insurance Agency’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,000
Closed -$59K – 1968
2022
Q2 		$59K Buy
+2,000
New +$59.4K 0.01% 681

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XJUN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2022, closing a stake of 2,000 shares — an estimated $59K sold.

Patriot Financial Group Insurance Agency first reported a position in XJUN in Q2 2022 and held it in 1 quarter. The position peaked at $59K in Q2 2022. 34 funds tracked by Wall St. Rank hold XJUN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,000 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2022, an estimated $59K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $59K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.