Farther Finance Advisors, LLC FJUN — FT VEST U.S. EQUITY BUFFER ETF - JUNE

Ownership history in Farther Finance Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported FT VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows FJUN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in FT VEST U.S. EQUITY BUFFER ETF - JUNE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FJUN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FJUN stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held FJUN — position size vs. price
% of Fund (quarterly)    FJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,520 -576 -1.6% 0.02% $2.0M 2026-04-07 $56.93
2025 Q4 ADDED — — — 35,096 +26,993 +333.1% 0.02% $2.0M 2026-01-23 $57.47
2025 Q3 REDUCED 33.8% +2.4% ❌ 8,103 -4,140 -33.8% 0.01% $453K 2025-10-14 $55.74
2025 Q2 REDUCED — — — 12,243 -50 -0.4% 0.01% $657K 2025-07-11 $53.88
2025 Q1 ADDED — — — 12,293 +11,375 +1239.1% 0.02% $616K 2025-04-14 $48.65
2024 Q3 UNCHANGED — — — 918 — 0% 0.00% $46K 2024-10-29 $50.90
2024 Q2 ADDED — — — 918 +802 +691.4% 0.00% $44K 2024-07-31 $48.84
2023 Q4 INITIATED — — — 116 — — 0.00% $5K 2024-02-15 $45.75

🏢 Other funds also holding FJUN

As of 2026 Q1 — sorted by position size

Avantra Family Wealth, Inc. 2.87% Keystone Wealth Services, LLC 3Y 2.14% Legacy Capital Wealth Partners, LLC 3Y 1.72% FWG Investments, LLC. 1.59% Financial Guidance Group, Inc. 3Y 1.54% Valtinson Bruner Financial Planning LLC 3Y 7Y 1.02% Quartz Partners, LLC 0.92% Integrity Financial Corp /WA 3Y 0.82% Tanglewood Legacy Advisors, LLC 3Y 0.72% REAP Financial Group, LLC 0.71%

FAQ About Farther Finance Advisors, LLC and FJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning FJUN?

Farther Finance Advisors, LLC reported FJUN across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FJUN position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for FJUN was 0.02% in 2025 Q4.

What is the latest reported FJUN position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 34,520 shares, equal to 0.02% of portfolio, with an estimated market value of $2.0M.

What does the chart on this FJUN ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly FJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their FJUN position?

Based on 13F filing dates vs. subsequent FJUN price moves, Farther Finance Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on FJUN relative to SPY over the holding period was -3.7%.

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