Echo Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Echo Wealth Management’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
2026 Q1	$214K	Hold	4,542	–	–	0.12%	43
2025 Q4	$215K	Sell	4,542 -616	-12%	-$28.8K	0.13%	45
2025 Q3	$240K	Hold	5,158	–	–	0.14%	44
2025 Q2	$232K	Hold	5,158	–	–	0.14%	45
2025 Q1	$217K	Hold	5,158	–	–	0.15%	49
2024 Q4	$223K	Hold	5,158	–	–	0.15%	47
2024 Q3	$220K	Buy	+5,158	New	+$214K	0.15%	47
2023 Q4	–	Sell	-6,004	Closed	-$212K	–	41
2023 Q3	$212K	Sell	6,004 -588	-9%	-$21.2K	0.23%	37
2023 Q2	$240K	Hold	6,592	–	–	0.26%	37
2023 Q1	$225K	Buy	+6,592	New	+$219K	0.25%	38
2021 Q1	–	Sell	-7,595	Closed	-$246K	–	59
2020 Q4	$246K	Buy	+7,595	New	+$243K	0.32%	45

Other funds holding DJUN

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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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services

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

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

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

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return