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AE Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

AE Wealth Management’s Portfolio DJAN Stock Details DJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.7K Buy
1,355
+557
+70% +$24.9K ﹤0.01% 2052
2026
Q1 		$33.9K Hold
798
– – ﹤0.01% 2045
2025
Q4 		$34.6K Sell
798
-530
-40% -$22.6K ﹤0.01% 1919
2025
Q3 		$56K Hold
1,328
– – ﹤0.01% 1694
2025
Q2 		$53.6K Sell
1,328
-4,785
-78% -$184K ﹤0.01% 1593
2025
Q1 		$232K Sell
6,113
-9,351
-60% -$364K ﹤0.01% 1213
2024
Q4 		$604K Sell
15,464
-3,170
-17% -$122K 0.01% 850
2024
Q3 		$711K Sell
18,634
-1,788
-9% -$67K 0.01% 794
2024
Q2 		$758K Buy
20,422
+2,189
+12% +$79.4K 0.01% 778
2024
Q1 		$657K Sell
18,233
-457,326
-96% -$16.1M 0.01% 757
2023
Q4 		$16.6M Buy
475,559
+350,101
+279% +$11.7M 0.08% 275
2023
Q3 		$4.06M Buy
125,458
+15,285
+14% +$502K 0.02% 602
2023
Q2 		$3.6M Sell
110,173
-371,179
-77% -$11.7M 0.02% 637
2023
Q1 		$15M Buy
481,352
+7,641
+2% +$234K 0.1% 253
2022
Q4 		$14.4M Buy
473,711
+44,109
+10% +$1.34M 0.1% 234
2022
Q3 		$12.8M Buy
429,602
+335,161
+355% +$10.3M 0.1% 210
2022
Q2 		$2.85M Buy
94,441
+13,046
+16% +$408K 0.02% 552
2022
Q1 		$2.66M Buy
81,395
+66,900
+462% +$2.16M 0.02% 628
2021
Q4 		$467K Buy
14,495
+5,631
+64% +$181K ﹤0.01% 1272
2021
Q3 		$281K Buy
8,864
+2,259
+34% +$71.7K ﹤0.01% 1384
2021
Q2 		$209K Buy
+6,605
New +$206K ﹤0.01% 1488

Other funds holding DJAN

FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's DJAN Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 70% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,355 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

AE Wealth Management first reported a position in DJAN in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.6M in Q4 2023. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • AE Wealth Management held 1,355 shares of FT Vest US Equity Deep Buffer ETF January worth $61.7K as of Q2 2026.
  • AE Wealth Management bought 557 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $24.9K.
  • FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2052 holding.
  • AE Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2021 and has held it in 21 quarters since.
  • AE Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $16.6M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.