WT Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

WT Wealth 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
2025 Q3	–	Sell	-4,443	Closed	-$200K	–	145
2025 Q2	$200K	Buy	+4,443	New	+$190K	0.06%	143

Other funds holding DJUN

KAS

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

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

RFG

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

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

WT Wealth Management's DJUN Position: Q3 2025 in Review

WT Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2025, closing a stake of 4,443 shares — an estimated $200K sold.

WT Wealth Management first reported a position in DJUN in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 96 funds tracked by Wall St. Rank hold DJUN as of Q3 2025.

WT Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2025 after selling out during the quarter.
WT Wealth Management sold 4,443 FT Vest US Equity Deep Buffer ETF June shares in Q3 2025, an estimated $200K.
WT Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2025 and held it in 1 quarter.
WT Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $200K in Q2 2025.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.