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

Tidemark’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
-1,000
Closed -$50.5K – 645
2024
Q3 		$50.5K Buy
+1,000
New +$49K 0.02% 226

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $95.2B AUM 32.92% 1-Year Est. Return

Tidemark's FJUN Position: Q4 2024 in Review

Tidemark sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 1,000 shares — an estimated $50.5K sold.

Tidemark first reported a position in FJUN in Q3 2024 and held it in 1 quarter. The position peaked at $50.5K in Q3 2024. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

  • Tidemark reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 1,000 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $50.5K.
  • Tidemark first reported a position in FT Vest US Equity Buffer ETF June in Q3 2024 and held it in 1 quarter.
  • Tidemark's FT Vest US Equity Buffer ETF June position peaked at $50.5K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.