B. Riley Wealth Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	–	Sell	-5,450	Closed	-$208K	–	1173
2024 Q3	$208K	Hold	5,450	–	–	0.01%	1124
2024 Q2	$202K	Sell	5,450 -21,081	-79%	-$764K	0.01%	1234
2024 Q1	$860K	Buy	+26,531	New	+$935K	0.02%	574
2023 Q4	–	Sell	-26,531	Closed	-$860K	–	1424
2023 Q3	$860K	Sell	26,531 -415	-2%	-$13.6K	0.02%	574
2023 Q2	$881K	Hold	26,946	–	–	0.02%	609
2023 Q1	$839K	Sell	26,946 -397	-1%	-$12.1K	0.02%	595
2022 Q4	$831K	Buy	27,343 +3,514	+15%	+$107K	0.02%	598
2022 Q3	$711K	Buy	23,829 +499	+2%	+$15.4K	0.02%	628
2022 Q2	$704K	Buy	23,330 +208	+0.9%	+$6.51K	0.03%	521
2022 Q1	$756K	Buy	+23,122	New	+$747K	0.02%	574

Other funds holding DJAN

BCM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

B. Riley Wealth Advisors's DJAN Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2024, closing a stake of 5,450 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in DJAN in Q1 2022 and held it in 10 quarters. The position peaked at $881K in Q2 2023. 86 funds tracked by Wall St. Rank hold DJAN as of Q4 2024.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,450 FT Vest US Equity Deep Buffer ETF January shares in Q4 2024, an estimated $208K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2022 and held it in 10 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $881K in Q2 2023.
86 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.