Concurrent Investment Advisors LLC Lowers Position in Ft Vest Us Eq Max Buf Jun $JUNM

Concurrent Investment Advisors LLC decreased its holdings in shares of Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM) by 73.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 7,488 shares of the company’s stock after selling 20,870 shares during the period. Concurrent Investment Advisors LLC owned 0.40% of Ft Vest Us Eq Max Buf Jun worth $253,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Steward Partners Investment Advisory LLC bought a new position in shares of Ft Vest Us Eq Max Buf Jun during the second quarter valued at approximately $28,000. DHJJ Financial Advisors Ltd. lifted its holdings in Ft Vest Us Eq Max Buf Jun by 23.5% during the second quarter. DHJJ Financial Advisors Ltd. now owns 2,605 shares of the company’s stock worth $87,000 after buying an additional 495 shares during the period. Evolution Wealth Management Inc. purchased a new stake in Ft Vest Us Eq Max Buf Jun during the second quarter worth $109,000. CWM LLC boosted its position in Ft Vest Us Eq Max Buf Jun by 13.7% during the 2nd quarter. CWM LLC now owns 7,994 shares of the company’s stock valued at $266,000 after acquiring an additional 965 shares in the last quarter. Finally, Defined Financial Planning LLC purchased a new position in shares of Ft Vest Us Eq Max Buf Jun in the 2nd quarter valued at $273,000.

Ft Vest Us Eq Max Buf Jun Trading Up 0.1%

JUNM opened at $34.31 on Thursday. The firm has a market cap of $64.50 million, a price-to-earnings ratio of 24.32 and a beta of 0.33. Ft Vest Us Eq Max Buf Jun has a 12 month low of $30.35 and a 12 month high of $34.36. The stock has a fifty day moving average price of $34.14 and a 200-day moving average price of $33.83.

About Ft Vest Us Eq Max Buf Jun

The FT Vest U.S. Equity Max Buffer ETF – June (JUNM) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to match the price returns of SPDR S&P 500 ETF Trust using a buffer and upside cap strategy, over a specific holdings period. JUNM was launched on Jun 21, 2024 and is issued by First Trust.