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OneDigital Investment Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

OneDigital Investment 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
2024
Q4 		– Sell
-17,000
Closed -$723K – 1428
2024
Q3 		$723K Hold
17,000
– – 0.01% 778
2024
Q2 		$695K Buy
+17,000
New +$685K 0.01% 763

Other funds holding DJUN

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AA
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RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

OneDigital Investment Advisors's DJUN Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2024, closing a stake of 17,000 shares — an estimated $723K sold.

OneDigital Investment Advisors first reported a position in DJUN in Q2 2024 and held it in 2 quarters. The position peaked at $723K in Q3 2024. 101 funds tracked by Wall St. Rank hold DJUN as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,000 FT Vest US Equity Deep Buffer ETF June shares in Q4 2024, an estimated $723K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $723K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.