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

Wealthcare Advisory Partners’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
2024 Q1	–	Sell	-8,293	Closed	-$291K	–	834
2023 Q4	$291K	Sell	8,293 -229	-3%	-$7.78K	0.01%	614
2023 Q3	$282K	Buy	+8,522	New	+$286K	0.01%	566

Other funds holding XJUN

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Wealthcare Advisory Partners's XJUN Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 8,293 shares — an estimated $291K sold.

Wealthcare Advisory Partners first reported a position in XJUN in Q3 2023 and held it in 2 quarters. The position peaked at $291K in Q4 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

Wealthcare Advisory Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,293 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $291K.
Wealthcare Advisory Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and held it in 2 quarters.
Wealthcare Advisory Partners's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $291K in Q4 2023.
65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.