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WealthSource Partners’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

WealthSource Partners’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$852K Sell
35,388
-15
-0% -$343 0.06% 228
2023
Q3 		$774K Sell
35,403
-20
-0.1% -$447 0.05% 225
2023
Q2 		$788K Buy
+35,423
New +$749K 0.05% 229

Other funds holding QJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthSource Partners's QJUN Position: Q4 2023 in Review

WealthSource Partners reduced its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 0.04% in Q4 2023, selling an estimated $343 and leaving 35,388 shares worth $852K. The position accounts for 0.06% of the portfolio, ranked #228.

WealthSource Partners first reported a position in QJUN in Q2 2023 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold QJUN as of Q4 2023.

  • WealthSource Partners held 35,388 shares of FT Vest Growth-100 Buffer ETF June worth $852K as of Q4 2023.
  • WealthSource Partners sold 15 FT Vest Growth-100 Buffer ETF June shares in Q4 2023, an estimated $343.
  • FT Vest Growth-100 Buffer ETF June made up 0.06% of WealthSource Partners's portfolio in Q4 2023, its #228 holding.
  • WealthSource Partners first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2023 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.