Turtle Creek Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,526
Closed -$71.8K 203
2024
Q1
$71.8K Hold
1,526
0.02% 163
2023
Q4
$67.4K Buy
+1,526
New +$63.9K 0.02% 240

Other funds holding FJUN

Turtle Creek Wealth Advisors's FJUN Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2024, closing a stake of 1,526 shares — an estimated $71.8K sold.

Turtle Creek Wealth Advisors first reported a position in FJUN in Q4 2023 and held it in 2 quarters. The position peaked at $71.8K in Q1 2024. 127 funds tracked by Wall St. Rank hold FJUN as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,526 FT Vest US Equity Buffer ETF June shares in Q2 2024, an estimated $71.8K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $71.8K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.