Tradition Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Tradition Wealth Management’s Portfolio DJUN Stock Details DJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-866	Closed	-$27K	–	1171
2022 Q3	$27K	Hold	866	–	–	﹤0.01%	678
2022 Q2	$27K	Hold	866	–	–	﹤0.01%	590
2022 Q1	$30K	Hold	866	–	–	﹤0.01%	627
2021 Q4	$30K	Buy	+866	New	+$29.6K	﹤0.01%	644

Other funds holding DJUN

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

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Tradition Wealth Management's DJUN Position: Q4 2022 in Review

Tradition Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2022, closing a stake of 866 shares — an estimated $27K sold.

Tradition Wealth Management first reported a position in DJUN in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q1 2022. 44 funds tracked by Wall St. Rank hold DJUN as of Q4 2022.

Tradition Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 866 FT Vest US Equity Deep Buffer ETF June shares in Q4 2022, an estimated $27K.
Tradition Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2021 and held it in 4 quarters.
Tradition Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $30K in Q1 2022.
44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.