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

Avior 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
2025
Q1 		– Sell
-742
Closed -$29K – 1147
2024
Q4 		$29K Buy
+742
New +$28.7K ﹤0.01% 1324
2023
Q2 		– Sell
-1,088
Closed -$33.9K – 1589
2023
Q1 		$33.9K Buy
+1,088
New +$33.3K ﹤0.01% 857

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
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 $1.46B AUM 14.11% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's DJAN Position: Q1 2025 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2025, closing a stake of 742 shares — an estimated $29K sold.

Avior Wealth Management first reported a position in DJAN in Q1 2023 and held it in 2 quarters. The position peaked at $33.9K in Q1 2023. 107 funds tracked by Wall St. Rank hold DJAN as of Q1 2025.

  • Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 742 FT Vest US Equity Deep Buffer ETF January shares in Q1 2025, an estimated $29K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $33.9K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.