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Richard W. Paul & Associates’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Richard W. Paul & Associates’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
2023
Q3 		– Sell
-11
Closed -$368 – 564
2023
Q2 		$368 Buy
+11
New +$360 ﹤0.01% 508

Other funds holding XJUN

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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richard W. Paul & Associates's XJUN Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2023, closing a stake of 11 shares — an estimated $368 sold.

Richard W. Paul & Associates first reported a position in XJUN in Q2 2023 and held it in 1 quarter. The position peaked at $368 in Q2 2023. 73 funds tracked by Wall St. Rank hold XJUN as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 11 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2023, an estimated $368.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $368 in Q2 2023.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.