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

Brown Advisory’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
-12,252
Closed -$530K – 1339
2024
Q4 		$530K Hold
12,252
– – ﹤0.01% 997
2024
Q3 		$521K Hold
12,252
– – ﹤0.01% 987
2024
Q2 		$501K Buy
+12,252
New +$494K ﹤0.01% 958

Other funds holding DJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM

Brown Advisory's DJUN Position: Q1 2025 in Review

Brown Advisory sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q1 2025, closing a stake of 12,252 shares — an estimated $530K sold.

Brown Advisory first reported a position in DJUN in Q2 2024 and held it in 3 quarters. The position peaked at $530K in Q4 2024. 104 funds tracked by Wall St. Rank hold DJUN as of Q1 2025.

  • Brown Advisory reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 12,252 FT Vest US Equity Deep Buffer ETF June shares in Q1 2025, an estimated $530K.
  • Brown Advisory first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Brown Advisory's FT Vest US Equity Deep Buffer ETF June position peaked at $530K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.