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

Atria Wealth Solutions’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
Q2 		– Sell
-8,281
Closed -$314K – 1560
2025
Q1 		$314K Buy
+8,281
New +$323K ﹤0.01% 1443

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's DJAN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2025, closing a stake of 8,281 shares — an estimated $314K sold.

Atria Wealth Solutions first reported a position in DJAN in Q1 2025 and held it in 1 quarter. The position peaked at $314K in Q1 2025. 110 funds tracked by Wall St. Rank hold DJAN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,281 FT Vest US Equity Deep Buffer ETF January shares in Q2 2025, an estimated $314K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF January position peaked at $314K in Q1 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.