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

TRUADVICE’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
2023
Q3 		$337K Buy
9,961
+1,981
+25% +$66.5K 0.13% 161
2023
Q2 		$268K Buy
+7,980
New +$261K 0.1% 203

Other funds holding XJUN

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRUADVICE's XJUN Position: Q3 2023 in Review

TRUADVICE increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 25% in Q3 2023, buying an estimated $66.5K and bringing the position to 9,961 shares worth $337K. The position accounts for 0.13% of the portfolio, ranked #161.

TRUADVICE first reported a position in XJUN in Q2 2023 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold XJUN as of Q3 2023.

  • TRUADVICE held 9,961 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $337K as of Q3 2023.
  • TRUADVICE bought 1,981 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2023, an estimated $66.5K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.13% of TRUADVICE's portfolio in Q3 2023, its #161 holding.
  • TRUADVICE first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.