Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Plotkin Financial 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	$594K	Hold	10,509	–	–	0.3%	49
2025 Q4	$600K	Hold	10,509	–	–	0.29%	50
2025 Q3	$588K	Hold	10,509	–	–	0.29%	53
2025 Q2	$564K	Hold	10,509	–	–	0.31%	48
2025 Q1	$524K	Hold	10,509	–	–	0.32%	48
2024 Q4	$540K	Sell	10,509 -16	-0.2%	-$821	0.32%	43
2024 Q3	$532K	Buy	10,525 +4,180	+66%	+$205K	0.32%	48
2024 Q2	$307K	Buy	6,345 +1,138	+22%	+$53.9K	0.2%	68
2024 Q1	$245K	Hold	5,207	–	–	0.16%	78
2023 Q4	$230K	Hold	5,207	–	–	0.17%	74
2023 Q3	$211K	Hold	5,207	–	–	0.19%	70
2023 Q2	$216K	Buy	+5,207	New	+$204K	0.18%	71

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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

Plotkin Financial Advisors's FJUN Position: Q1 2026 in Review

Plotkin Financial Advisors held its FT Vest US Equity Buffer ETF June (FJUN) position steady in Q1 2026 at 10,509 shares worth $594K. The position accounts for 0.3% of the portfolio, ranked #49.

Plotkin Financial Advisors first reported a position in FJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $600K in Q4 2025. 148 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Plotkin Financial Advisors held 10,509 shares of FT Vest US Equity Buffer ETF June worth $594K as of Q1 2026.
Plotkin Financial Advisors left its FT Vest US Equity Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF June made up 0.3% of Plotkin Financial Advisors's portfolio in Q1 2026, its #49 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
Plotkin Financial Advisors's FT Vest US Equity Buffer ETF June position peaked at $600K in Q4 2025.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.