EP Wealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

EP Wealth Advisors’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	$157K	Buy	+3,485	New	+$149K	﹤0.01%	1310

Other funds holding DJUN

KAS

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

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

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

HAM

Hickory Asset Management Concord, Ohio $121M AUM

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

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

EP Wealth Advisors's DJUN Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2025: 3,485 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings.

96 funds tracked by Wall St. Rank hold DJUN as of Q2 2025.

EP Wealth Advisors held 3,485 shares of FT Vest US Equity Deep Buffer ETF June worth $157K as of Q2 2025.
FT Vest US Equity Deep Buffer ETF June was a new EP Wealth Advisors position in Q2 2025.
FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1310 holding.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.