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Strategic Financial Concepts’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Strategic Financial Concepts’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,439
Closed -$986 – 602
2024
Q2 		$986 Buy
+25,439
New +$656K ﹤0.01% 608

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Financial Concepts's QJUN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q3 2024, closing a stake of 25,439 shares — an estimated $986 sold.

Strategic Financial Concepts first reported a position in QJUN in Q2 2024 and held it in 1 quarter. The position peaked at $986 in Q2 2024. 106 funds tracked by Wall St. Rank hold QJUN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 25,439 FT Vest Growth-100 Buffer ETF June shares in Q3 2024, an estimated $986.
  • Strategic Financial Concepts first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's FT Vest Growth-100 Buffer ETF June position peaked at $986 in Q2 2024.
  • 106 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.