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

Freedom Investment Management’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,821
Closed -$1.48M – 766
2024
Q4 		$1.48M Buy
28,821
+1,763
+7% +$90.5K 0.12% 147
2024
Q3 		$1.37M Sell
27,058
-1,163
-4% -$57K 0.11% 172
2024
Q2 		$1.37M Buy
+28,221
New +$1.34M 0.11% 173

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Freedom Investment Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 28,821 shares — an estimated $1.48M sold.

Freedom Investment Management first reported a position in FJUN in Q2 2024 and held it in 3 quarters. The position peaked at $1.48M in Q4 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

  • Freedom Investment Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 28,821 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $1.48M.
  • Freedom Investment Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Freedom Investment Management's FT Vest US Equity Buffer ETF June position peaked at $1.48M in Q4 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.