First Heartland Consultants’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

First Heartland Consultants’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 Q2	$356K	Sell	7,226 -13	-0.2%	-$634	0.02%	412
2026 Q1	$341K	Sell	7,239 -371	-5%	-$17.6K	0.03%	370
2025 Q4	$360K	Sell	7,610 -2,640	-26%	-$124K	0.03%	367
2025 Q3	$477K	Sell	10,250 -943	-8%	-$43.1K	0.04%	295
2025 Q2	$504K	Buy	11,193 +3,193	+40%	+$137K	0.04%	267
2025 Q1	$336K	Sell	8,000 -3,768	-32%	-$164K	0.03%	322
2024 Q4	$509K	Sell	11,768 -182	-2%	-$7.86K	0.05%	231
2024 Q3	$509K	Sell	11,950 -1,741	-13%	-$72.1K	0.05%	243
2024 Q2	$560	Sell	13,691 -3,319	-20%	-$134K	0.04%	246
2024 Q1	$681K	Hold	17,010	–	–	0.07%	210
2023 Q4	$646K	Buy	17,010 +76	+0.4%	+$2.76K	0.08%	181
2023 Q3	$598K	Buy	16,934 +1,707	+11%	+$61.7K	0.08%	191
2023 Q2	$549K	Buy	+15,227	New	+$532K	0.07%	199

Other funds holding DJUN

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

First Heartland Consultants's DJUN Position: Q2 2026 in Review

First Heartland Consultants reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 0.18% in Q2 2026, selling an estimated $634 and leaving 7,226 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #412.

First Heartland Consultants first reported a position in DJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $681K in Q1 2024. 13 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

First Heartland Consultants held 7,226 shares of FT Vest US Equity Deep Buffer ETF June worth $356K as of Q2 2026.
First Heartland Consultants sold 13 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $634.
FT Vest US Equity Deep Buffer ETF June made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #412 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
First Heartland Consultants's FT Vest US Equity Deep Buffer ETF June position peaked at $681K in Q1 2024.
13 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.