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Raymond James Financial Services Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$11.2M Buy
221,907
+52,297
+31% +$2.56M 0.01% 814
2024
Q2 		$8.21M Buy
169,610
+30,442
+22% +$1.44M 0.01% 916
2024
Q1 		$6.54M Sell
139,168
-53,516
-28% -$2.44M 0.01% 994
2023
Q4 		$8.51M Sell
192,684
-3,397
-2% -$142K 0.01% 827
2023
Q3 		$7.95M Buy
196,081
+66,888
+52% +$2.78M 0.01% 802
2023
Q2 		$5.35M Sell
129,193
-91,241
-41% -$3.58M 0.01% 971
2023
Q1 		$8.44M Sell
220,434
-39,619
-15% -$1.48M 0.02% 765
2022
Q4 		$9.39M Sell
260,053
-29,080
-10% -$1.04M 0.02% 667
2022
Q3 		$9.84M Buy
289,133
+58,235
+25% +$2.11M 0.02% 627
2022
Q2 		$8.12M Buy
+230,898
New +$8.28M 0.02% 713

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial Services Advisors's FJUN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 31% in Q3 2024, buying an estimated $2.56M and bringing the position to 221,907 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #814.

Raymond James Financial Services Advisors first reported a position in FJUN in Q2 2022 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold FJUN as of Q3 2024.

  • Raymond James Financial Services Advisors held 221,907 shares of FT Vest US Equity Buffer ETF June worth $11.2M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 52,297 FT Vest US Equity Buffer ETF June shares in Q3 2024, an estimated $2.56M.
  • FT Vest US Equity Buffer ETF June made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #814 holding.
  • Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.