United Capital Financial Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

United Capital Financial Advisors’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
2026 Q1	$290K	Buy	5,140 +840	+20%	+$48.1K	﹤0.01%	1364
2025 Q4	$245K	Hold	4,300	–	–	﹤0.01%	1251
2025 Q3	$241K	Hold	4,300	–	–	﹤0.01%	1085
2025 Q2	$231K	Hold	4,300	–	–	﹤0.01%	1009
2025 Q1	$215K	Sell	4,300 -829	-16%	-$42.8K	﹤0.01%	992
2024 Q4	$264K	Hold	5,129	–	–	﹤0.01%	925
2024 Q3	$259K	Buy	5,129 +829	+19%	+$40.6K	﹤0.01%	925
2024 Q2	$208K	Buy	+4,300	New	+$204K	﹤0.01%	968

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

United Capital Financial Advisors's FJUN Position: Q1 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 20% in Q1 2026, buying an estimated $48.1K and bringing the position to 5,140 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

United Capital Financial Advisors first reported a position in FJUN in Q2 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

United Capital Financial Advisors held 5,140 shares of FT Vest US Equity Buffer ETF June worth $290K as of Q1 2026.
United Capital Financial Advisors bought 840 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $48.1K.
FT Vest US Equity Buffer ETF June made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1364 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.