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SMART Wealth’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

SMART Wealth’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
Q4 		– Sell
-5,076
Closed -$256K – 152
2024
Q3 		$256K Sell
5,076
-166,110
-97% -$8.14M 0.1% 119
2024
Q2 		$8.29M Buy
+171,186
New +$8.11M 3.35% 7

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SMART Wealth's FJUN Position: Q4 2024 in Review

SMART Wealth sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 5,076 shares — an estimated $256K sold.

SMART Wealth first reported a position in FJUN in Q2 2024 and held it in 2 quarters. The position peaked at $8.29M in Q2 2024. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 5,076 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $256K.
  • SMART Wealth first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • SMART Wealth's FT Vest US Equity Buffer ETF June position peaked at $8.29M in Q2 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.