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WealthSource Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

WealthSource Partners’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
2022
Q3 		– Sell
-16,330
Closed -$574K – 511
2022
Q2 		$574K Buy
+16,330
New +$586K 0.04% 283

Other funds holding FJUN

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RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

WealthSource Partners's FJUN Position: Q3 2022 in Review

WealthSource Partners sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2022, closing a stake of 16,330 shares — an estimated $574K sold.

WealthSource Partners first reported a position in FJUN in Q2 2022 and held it in 1 quarter. The position peaked at $574K in Q2 2022. 79 funds tracked by Wall St. Rank hold FJUN as of Q3 2022.

  • WealthSource Partners reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 16,330 FT Vest US Equity Buffer ETF June shares in Q3 2022, an estimated $574K.
  • WealthSource Partners first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and held it in 1 quarter.
  • WealthSource Partners's FT Vest US Equity Buffer ETF June position peaked at $574K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.