Sage Capital Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Sage Capital 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
2023 Q4	–	Sell	-7,123	Closed	-$289K	–	132
2023 Q3	$289K	Buy	7,123 +64	+0.9%	+$2.66K	0.11%	105
2023 Q2	$293K	Buy	+7,059	New	+$277K	0.1%	107

Other funds holding FJUN

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

KWS

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

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

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

RJFSA

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

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

Sage Capital Advisors's FJUN Position: Q4 2023 in Review

Sage Capital Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2023, closing a stake of 7,123 shares — an estimated $289K sold.

Sage Capital Advisors first reported a position in FJUN in Q2 2023 and held it in 2 quarters. The position peaked at $293K in Q2 2023. 104 funds tracked by Wall St. Rank hold FJUN as of Q4 2023.

Sage Capital Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
Sage Capital Advisors sold 7,123 FT Vest US Equity Buffer ETF June shares in Q4 2023, an estimated $289K.
Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2023 and held it in 2 quarters.
Sage Capital Advisors's FT Vest US Equity Buffer ETF June position peaked at $293K in Q2 2023.
104 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2023.

Based on Sage Capital Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.