Stratos Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Stratos Wealth Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-17,150	Closed	-$603K	–	736
2023 Q4	$603K	Sell	17,150 -57,509	-77%	-$1.95M	0.03%	429
2023 Q3	$2.47M	Sell	74,659 -2,223	-3%	-$74.6K	0.16%	170
2023 Q2	$2.57M	Sell	76,882 -676	-0.9%	-$22.1K	0.18%	149
2023 Q1	$2.49M	Buy	77,558 +46,638	+151%	+$1.47M	0.19%	144
2022 Q4	$948K	Buy	30,920 +10,106	+49%	+$306K	0.08%	285
2022 Q3	$605K	Buy	+20,814	New	+$629K	0.06%	323

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Stratos Wealth Advisors's XJUN Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 17,150 shares — an estimated $603K sold.

Stratos Wealth Advisors first reported a position in XJUN in Q3 2022 and held it in 6 quarters. The position peaked at $2.57M in Q2 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

Stratos Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 17,150 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $603K.
Stratos Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and held it in 6 quarters.
Stratos Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $2.57M in Q2 2023.
65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.