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Freedom Investment Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Freedom Investment 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
2025
Q1 		– Sell
-34,139
Closed -$1.48M – 760
2024
Q4 		$1.48M Buy
34,139
+2,104
+7% +$90.9K 0.12% 148
2024
Q3 		$1.36M Sell
32,035
-1,378
-4% -$57.1K 0.11% 173
2024
Q2 		$1.37M Buy
+33,413
New +$1.35M 0.11% 172

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

Freedom Investment Management's DJUN Position: Q1 2025 in Review

Freedom Investment Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q1 2025, closing a stake of 34,139 shares — an estimated $1.48M sold.

Freedom Investment Management first reported a position in DJUN in Q2 2024 and held it in 3 quarters. The position peaked at $1.48M in Q4 2024. 104 funds tracked by Wall St. Rank hold DJUN as of Q1 2025.

  • Freedom Investment Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 34,139 FT Vest US Equity Deep Buffer ETF June shares in Q1 2025, an estimated $1.48M.
  • Freedom Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Freedom Investment Management's FT Vest US Equity Deep Buffer ETF June position peaked at $1.48M 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 Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.