Hartford Financial Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Hartford Financial 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
2024 Q4	–	Sell	-26	Closed	-$1.11K	–	379
2024 Q3	$1.11K	Hold	26	–	–	﹤0.01%	369
2024 Q2	$1.06K	Buy	+26	New	+$1.05K	﹤0.01%	374
2024 Q1	–	Sell	-6,956	Closed	-$264K	–	385
2023 Q4	$264K	Sell	6,956 -1,393	-17%	-$50.6K	0.06%	150
2023 Q3	$295K	Sell	8,349 -2,594	-24%	-$93.7K	0.08%	148
2023 Q2	$394K	Sell	10,943 -170	-2%	-$5.93K	0.1%	140
2023 Q1	$379K	Sell	11,113 -336	-3%	-$11.2K	0.1%	136
2022 Q4	$370K	Hold	11,449	–	–	0.1%	137
2022 Q3	$355K	Buy	11,449 +10,891	+1,952%	+$352K	0.1%	135
2022 Q2	$18K	Buy	+558	New	+$18.3K	0.01%	249

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Hartford Financial Management's DJUN Position: Q4 2024 in Review

Hartford Financial Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2024, closing a stake of 26 shares — an estimated $1.11K sold.

Hartford Financial Management first reported a position in DJUN in Q2 2022 and held it in 9 quarters. The position peaked at $394K in Q2 2023. 101 funds tracked by Wall St. Rank hold DJUN as of Q4 2024.

Hartford Financial Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Hartford Financial Management sold 26 FT Vest US Equity Deep Buffer ETF June shares in Q4 2024, an estimated $1.11K.
Hartford Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and held it in 9 quarters.
Hartford Financial Management's FT Vest US Equity Deep Buffer ETF June position peaked at $394K in Q2 2023.
101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2024.

Based on Hartford Financial Management's 13F filing for Q4 2024, filed 23 Jan 2025.