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Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Atria Wealth Solutions’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,190
Closed -$638K – 1562
2025
Q1 		$638K Sell
15,190
-22,618
-60% -$982K 0.01% 1080
2024
Q4 		$1.64M Buy
37,808
+43
+0.1% +$1.86K 0.02% 710
2024
Q3 		$1.61M Buy
37,765
+4,894
+15% +$203K 0.02% 717
2024
Q2 		$1.34M Buy
32,871
+18,069
+122% +$728K 0.01% 774
2024
Q1 		$592K Sell
14,802
-3,563
-19% -$139K 0.01% 1184
2023
Q4 		$698K Hold
18,365
– – 0.01% 1038
2023
Q3 		$649K Buy
18,365
+8,488
+86% +$307K 0.01% 1012
2023
Q2 		$356K Sell
9,877
-4,500
-31% -$157K ﹤0.01% 1340
2023
Q1 		$490K Hold
14,377
– – 0.01% 1148
2022
Q4 		$465K Sell
14,377
-355
-2% -$11.4K 0.01% 1118
2022
Q3 		$456K Sell
14,732
-1,650
-10% -$53.4K 0.01% 1072
2022
Q2 		$518K Buy
+16,382
New +$537K 0.01% 961

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Wealth Solutions's DJUN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2025, closing a stake of 15,190 shares — an estimated $638K sold.

Atria Wealth Solutions first reported a position in DJUN in Q2 2022 and held it in 12 quarters. The position peaked at $1.64M in Q4 2024. 96 funds tracked by Wall St. Rank hold DJUN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,190 FT Vest US Equity Deep Buffer ETF June shares in Q2 2025, an estimated $638K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF June position peaked at $1.64M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.