Root Financial Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Root Financial Partners’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 Q3	$9.7K	Buy	+158	New	+$9.6K	﹤0.01%	1929

Other funds holding FJUN

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Root Financial Partners's FJUN Position: Q3 2026 in Review

Root Financial Partners opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q3 2026: 158 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

136 funds tracked by Wall St. Rank hold FJUN as of Q3 2026.

Root Financial Partners held 158 shares of FT Vest US Equity Buffer ETF June worth $9.7K as of Q3 2026.
FT Vest US Equity Buffer ETF June was a new Root Financial Partners position in Q3 2026.
FT Vest US Equity Buffer ETF June made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1929 holding.
136 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.