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Stephens Inc’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Stephens Inc’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
Q2 		$870K Sell
14,520
-2,575
-15% -$152K 0.01% 717
2026
Q1 		$966K Sell
17,095
-59,025
-78% -$3.38M 0.01% 651
2025
Q4 		$4.34M Sell
76,120
-34,760
-31% -$1.96M 0.05% 314
2025
Q3 		$6.2M Sell
110,880
-2,680
-2% -$147K 0.08% 248
2025
Q2 		$6.09M Sell
113,560
-175
-0.2% -$8.89K 0.08% 245
2025
Q1 		$5.67M Sell
113,735
-150
-0.1% -$7.74K 0.08% 254
2024
Q4 		$5.85M Hold
113,885
– – 0.08% 242
2024
Q3 		$5.75M Buy
113,885
+34,285
+43% +$1.68M 0.08% 245
2024
Q2 		$3.85M Sell
79,600
-37,644
-32% -$1.78M 0.06% 299
2024
Q1 		$5.51M Sell
117,244
-19,828
-14% -$902K 0.09% 246
2023
Q4 		$6.05M Sell
137,072
-9,531
-7% -$399K 0.1% 207
2023
Q3 		$5.94M Buy
146,603
+2,171
+2% +$90.3K 0.11% 202
2023
Q2 		$5.99M Buy
144,432
+32,902
+30% +$1.29M 0.11% 205
2023
Q1 		$4.27M Hold
111,530
– – 0.08% 248
2022
Q4 		$4.03M Buy
111,530
+69,122
+163% +$2.48M 0.08% 251
2022
Q3 		$1.44M Buy
+42,408
New +$1.54M 0.03% 439

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Stephens Inc's FJUN Position: Q2 2026 in Review

Stephens Inc reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 15% in Q2 2026, selling an estimated $152K and leaving 14,520 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #717.

Stephens Inc first reported a position in FJUN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.2M in Q3 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Stephens Inc held 14,520 shares of FT Vest US Equity Buffer ETF June worth $870K as of Q2 2026.
  • Stephens Inc sold 2,575 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $152K.
  • FT Vest US Equity Buffer ETF June made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #717 holding.
  • Stephens Inc first reported a position in FT Vest US Equity Buffer ETF June in Q3 2022 and has held it in 16 quarters since.
  • Stephens Inc's FT Vest US Equity Buffer ETF June position peaked at $6.2M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.