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FJUN icon

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

TRUADVICE’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
2021
Q3 		– Sell
-61,141
Closed -$2.23M – 184
2021
Q2 		$2.23M Buy
61,141
+14,990
+32% +$530K 0.49% 56
2021
Q1 		$1.63M Sell
46,151
-3,139
-6% -$108K 0.48% 52
2020
Q4 		$1.66M Buy
49,290
+6,396
+15% +$212K 0.51% 45
2020
Q3 		$1.39M Buy
+42,894
New +$1.36M 0.57% 46

Other funds holding FJUN

LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return
PWM
PRW Wealth Management Quincy, Massachusetts $262M AUM 22.64% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TRUADVICE's FJUN Position: Q3 2021 in Review

TRUADVICE sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2021, closing a stake of 61,141 shares — an estimated $2.23M sold.

TRUADVICE first reported a position in FJUN in Q3 2020 and held it in 4 quarters. The position peaked at $2.23M in Q2 2021. 39 funds tracked by Wall St. Rank hold FJUN as of Q3 2021.

  • TRUADVICE reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 61,141 FT Vest US Equity Buffer ETF June shares in Q3 2021, an estimated $2.23M.
  • TRUADVICE first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's FT Vest US Equity Buffer ETF June position peaked at $2.23M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.