Prospera Financial Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Prospera Financial Services’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
2024 Q1	–	Sell	-24,552	Closed	-$1.08M	–	1112
2023 Q4	$1.08M	Buy	+24,552	New	+$1.03M	0.04%	446
2022 Q2	–	Sell	-100	Closed	-$4K	–	1952
2022 Q1	$4K	Buy	+100	New	+$3.71K	﹤0.01%	2314
2020 Q4	–	Sell	-2,800	Closed	-$90K	–	969
2020 Q3	$90K	Buy	+2,800	New	+$88.9K	0.03%	431

Other funds holding FJUN

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

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

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

KWS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Prospera Financial Services's FJUN Position: Q1 2024 in Review

Prospera Financial Services sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2024, closing a stake of 24,552 shares — an estimated $1.08M sold.

Prospera Financial Services first reported a position in FJUN in Q3 2020 and held it in 3 quarters. The position peaked at $1.08M in Q4 2023. 103 funds tracked by Wall St. Rank hold FJUN as of Q1 2024.

Prospera Financial Services reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Prospera Financial Services sold 24,552 FT Vest US Equity Buffer ETF June shares in Q1 2024, an estimated $1.08M.
Prospera Financial Services first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's FT Vest US Equity Buffer ETF June position peaked at $1.08M in Q4 2023.
103 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.