Atria Investments’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-45,270	Closed	-$1.77M	–	1916
2024 Q4	$1.77M	Buy	45,270 +3,017	+7%	+$117K	0.02%	727
2024 Q3	$1.61M	Buy	42,253 +1,618	+4%	+$60.7K	0.02%	745
2024 Q2	$1.51M	Buy	+40,635	New	+$1.47M	0.02%	756
2021 Q4	–	Sell	-97,145	Closed	-$3.08M	–	854
2021 Q3	$3.08M	Buy	+97,145	New	+$3.08M	0.06%	382

Other funds holding DJAN

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's DJAN Position: Q1 2025 in Review

Atria Investments sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2025, closing a stake of 45,270 shares — an estimated $1.77M sold.

Atria Investments first reported a position in DJAN in Q3 2021 and held it in 4 quarters. The position peaked at $3.08M in Q3 2021. 107 funds tracked by Wall St. Rank hold DJAN as of Q1 2025.

Atria Investments reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 45,270 FT Vest US Equity Deep Buffer ETF January shares in Q1 2025, an estimated $1.77M.
Atria Investments first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2021 and held it in 4 quarters.
Atria Investments's FT Vest US Equity Deep Buffer ETF January position peaked at $3.08M in Q3 2021.
107 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.