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West Paces Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

West Paces 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
2024
Q3 		– Sell
-131
Closed -$6.34K – 559
2024
Q2 		$6.34K Hold
131
– – ﹤0.01% 380
2024
Q1 		$6.16K Buy
+131
New +$5.96K ﹤0.01% 392

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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

West Paces Advisors's FJUN Position: Q3 2024 in Review

West Paces Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2024, closing a stake of 131 shares — an estimated $6.34K sold.

West Paces Advisors first reported a position in FJUN in Q1 2024 and held it in 2 quarters. The position peaked at $6.34K in Q2 2024. 137 funds tracked by Wall St. Rank hold FJUN as of Q3 2024.

  • West Paces Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • West Paces Advisors sold 131 FT Vest US Equity Buffer ETF June shares in Q3 2024, an estimated $6.34K.
  • West Paces Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2024 and held it in 2 quarters.
  • West Paces Advisors's FT Vest US Equity Buffer ETF June position peaked at $6.34K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2024.

Based on West Paces Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.