WP
DJUN icon

WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

WealthPLAN Partners’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-467
Closed -$16.8K – 496
2023
Q2 		$16.8K Sell
467
-2,382
-84% -$83.2K ﹤0.01% 713
2023
Q1 		$97.1K Buy
+2,849
New +$94.8K 0.01% 432
2020
Q4 		– Sell
-364,942
Closed -$11.7M – 340
2020
Q3 		$11.7M Buy
364,942
+47,081
+15% +$1.47M 1.14% 19
2020
Q2 		$9.97M Buy
+317,861
New +$9.66M 1.03% 27

Other funds holding DJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

WealthPLAN Partners's DJUN Position: Q3 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2023, closing a stake of 467 shares — an estimated $16.8K sold.

WealthPLAN Partners first reported a position in DJUN in Q2 2020 and held it in 4 quarters. The position peaked at $11.7M in Q3 2020. 66 funds tracked by Wall St. Rank hold DJUN as of Q3 2023.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 467 FT Vest US Equity Deep Buffer ETF June shares in Q3 2023, an estimated $16.8K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2020 and held it in 4 quarters.
  • WealthPLAN Partners's FT Vest US Equity Deep Buffer ETF June position peaked at $11.7M in Q3 2020.
  • 66 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.