United Capital Financial Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

United Capital Financial 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	$284K	Hold	6,032	–	–	﹤0.01%	1381
2025 Q4	$286K	Hold	6,032	–	–	﹤0.01%	1188
2025 Q3	$280K	Hold	6,032	–	–	﹤0.01%	1040
2025 Q2	$272K	Hold	6,032	–	–	﹤0.01%	957
2025 Q1	$253K	Hold	6,032	–	–	﹤0.01%	941
2024 Q4	$261K	Hold	6,032	–	–	﹤0.01%	933
2024 Q3	$257K	Buy	+6,032	New	+$250K	﹤0.01%	930
2022 Q3	–	Sell	-6,619	Closed	-$209K	–	1095
2022 Q2	$209K	Buy	+6,619	New	+$217K	﹤0.01%	1048

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

United Capital Financial Advisors's DJUN Position: Q1 2026 in Review

United Capital Financial Advisors held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q1 2026 at 6,032 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

United Capital Financial Advisors first reported a position in DJUN in Q2 2022 and has held it in 8 quarters since. The position peaked at $286K in Q4 2025. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

United Capital Financial Advisors held 6,032 shares of FT Vest US Equity Deep Buffer ETF June worth $284K as of Q1 2026.
United Capital Financial Advisors left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1381 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and has held it in 8 quarters since.
United Capital Financial Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $286K in Q4 2025.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.