MA
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Mutual Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Mutual 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
2026
Q1 		$528K Hold
11,234
– – 0.01% 864
2025
Q4 		$532K Sell
11,234
-1,215
-10% -$56.9K 0.01% 846
2025
Q3 		$581K Hold
12,449
– – 0.01% 791
2025
Q2 		$567K Sell
12,449
-2
-0% -$86 0.01% 725
2025
Q1 		$517K Sell
12,451
-1,502
-11% -$65.2K 0.01% 694
2024
Q4 		$608K Sell
13,953
-390
-3% -$16.8K 0.02% 639
2024
Q3 		$614K Buy
14,343
+997
+7% +$41.3K 0.02% 637
2024
Q2 		$547K Sell
13,346
-935
-7% -$37.7K 0.02% 666
2024
Q1 		$572K Sell
14,281
-3,638
-20% -$142K 0.02% 651
2023
Q4 		$681K Sell
17,919
-500
-3% -$18.2K 0.02% 567
2023
Q3 		$651K Sell
18,419
-2,521
-12% -$91.1K 0.03% 535
2023
Q2 		$755K Buy
+20,940
New +$731K 0.03% 517

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return