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

TriaGen 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 Q3	–	Sell	-22,828	Closed	-$722K	–	168
2022 Q2	$722K	Sell	22,828 -485	-2%	-$15.9K	0.51%	57
2022 Q1	$802K	Buy	23,313 +7,927	+52%	+$270K	0.42%	70
2021 Q4	$531K	Buy	15,386 +583	+4%	+$19.9K	0.26%	97
2021 Q3	$497K	Buy	14,803 +482	+3%	+$16.3K	0.27%	100
2021 Q2	$482K	Buy	+14,321	New	+$475K	0.25%	103

Other funds holding DJUN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

TriaGen Wealth Management's DJUN Position: Q3 2022 in Review

TriaGen Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2022, closing a stake of 22,828 shares — an estimated $722K sold.

TriaGen Wealth Management first reported a position in DJUN in Q2 2021 and held it in 5 quarters. The position peaked at $802K in Q1 2022. 44 funds tracked by Wall St. Rank hold DJUN as of Q3 2022.

TriaGen Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2022 after selling out during the quarter.
TriaGen Wealth Management sold 22,828 FT Vest US Equity Deep Buffer ETF June shares in Q3 2022, an estimated $722K.
TriaGen Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2021 and held it in 5 quarters.
TriaGen Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $802K in Q1 2022.
44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.