Regal Investment Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Regal Investment Advisors’s Portfolio QJUN Stock Details QJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,365	Closed	-$221K	–	560
2024 Q2	$221K	Hold	8,365	–	–	0.01%	525
2024 Q1	$213K	Sell	8,365 -38,347	-82%	-$952K	0.01%	537
2023 Q4	$1.13M	Sell	46,712 -3,031	-6%	-$69.2K	0.09%	212
2023 Q3	$1.09M	Buy	49,743 +4,276	+9%	+$95.5K	0.09%	201
2023 Q2	$1.01M	Buy	+45,467	New	+$961K	0.08%	205

Other funds holding QJUN

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

KAS

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

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

Regal Investment Advisors's QJUN Position: Q3 2024 in Review

Regal Investment Advisors sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q3 2024, closing a stake of 8,365 shares — an estimated $221K sold.

Regal Investment Advisors first reported a position in QJUN in Q2 2023 and held it in 5 quarters. The position peaked at $1.13M in Q4 2023. 106 funds tracked by Wall St. Rank hold QJUN as of Q3 2024.

Regal Investment Advisors reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 8,365 FT Vest Growth-100 Buffer ETF June shares in Q3 2024, an estimated $221K.
Regal Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2023 and held it in 5 quarters.
Regal Investment Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $1.13M in Q4 2023.
106 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.