Avantax Advisory Services’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-5,230	Closed	-$226K	–	2251
2024 Q4	$226K	Sell	5,230 -2,270	-30%	-$98.1K	﹤0.01%	1977
2024 Q3	$319K	Buy	+7,500	New	+$311K	﹤0.01%	1705
2024 Q2	–	Sell	-5,278	Closed	-$211K	–	2090
2024 Q1	$211K	Sell	5,278 -1,627	-24%	-$63.5K	﹤0.01%	1514
2023 Q4	$262K	Sell	6,905 -885	-11%	-$32.2K	﹤0.01%	1315
2023 Q3	$275K	Buy	+7,790	New	+$281K	﹤0.01%	1244
2023 Q2	–	Sell	-6,000	Closed	-$205K	–	1522
2023 Q1	$205K	Buy	+6,000	New	+$200K	﹤0.01%	1368

Other funds holding DJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

Avantax Advisory Services's DJUN Position: Q1 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q1 2025, closing a stake of 5,230 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in DJUN in Q1 2023 and held it in 6 quarters. The position peaked at $319K in Q3 2024. 104 funds tracked by Wall St. Rank hold DJUN as of Q1 2025.

Avantax Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 5,230 FT Vest US Equity Deep Buffer ETF June shares in Q1 2025, an estimated $226K.
Avantax Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF June in Q1 2023 and held it in 6 quarters.
Avantax Advisory Services's FT Vest US Equity Deep Buffer ETF June position peaked at $319K in Q3 2024.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.