DHJJ Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

DHJJ Financial Advisors’s Portfolio XJUN Stock Details XJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$181K	Hold	4,224	–	–	0.06%	210
2025 Q4	$181K	Hold	4,224	–	–	0.06%	198
2025 Q3	$178K	Buy	4,224 +165	+4%	+$6.87K	0.06%	187
2025 Q2	$167K	Buy	4,059 +493	+14%	+$19.3K	0.06%	188
2025 Q1	$137K	Sell	3,566 -305	-8%	-$11.9K	0.06%	186
2024 Q4	$150K	Hold	3,871	–	–	0.06%	182
2024 Q3	$147K	Sell	3,871 -200	-5%	-$7.45K	0.06%	176
2024 Q2	$150K	Hold	4,071	–	–	0.06%	165
2024 Q1	$147K	Hold	4,071	–	–	0.07%	165
2023 Q4	$143K	Buy	4,071 +415	+11%	+$14.1K	0.07%	162
2023 Q3	$121K	Buy	+3,656	New	+$123K	0.06%	166

Other funds holding XJUN

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

DHJJ Financial Advisors's XJUN Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q1 2026 at 4,224 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #210.

DHJJ Financial Advisors first reported a position in XJUN in Q3 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

DHJJ Financial Advisors held 4,224 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $181K as of Q1 2026.
DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #210 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and has held it in 11 quarters since.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.