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

Concurrent Investment Advisors LLC trimmed its position in Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM) by 73.6% during the 3rd quarter, Holdings Channel.com reports. The fund owned 7,488 shares of the company’s stock after selling 20,870 shares during the period. Concurrent Investment Advisors LLC’s holdings in Ft Vest Us Eq Max Buf Jun were worth $253,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DHJJ Financial Advisors Ltd. increased its holdings in shares of Ft Vest Us Eq Max Buf Jun by 23.5% in the second quarter. DHJJ Financial Advisors Ltd. now owns 2,605 shares of the company’s stock valued at $87,000 after purchasing an additional 495 shares during the period. Defined Financial Planning LLC purchased a new stake in Ft Vest Us Eq Max Buf Jun in the second quarter valued at approximately $273,000. McKinley Carter Wealth Services Inc. acquired a new position in Ft Vest Us Eq Max Buf Jun in the 2nd quarter worth approximately $502,000. CWM LLC raised 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 worth $266,000 after buying an additional 965 shares during the last quarter. Finally, Prostatis Group LLC lifted its stake in Ft Vest Us Eq Max Buf Jun by 93.6% during the 2nd quarter. Prostatis Group LLC now owns 15,651 shares of the company’s stock valued at $521,000 after acquiring an additional 7,565 shares during the period.

Ft Vest Us Eq Max Buf Jun Price Performance

JUNM stock opened at $34.31 on Thursday. The company has a market capitalization of $64.50 million, a P/E 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 firm’s fifty day simple moving average is $34.14 and its 200-day simple moving average is $33.83.

Ft Vest Us Eq Max Buf Jun Profile

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.