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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$109K Sell
2,387
-100
-4% -$4.48K 0.01% 346
2026
Q1
$106K Sell
2,487
-1,059
-30% -$45.9K 0.02% 332
2025
Q4
$154K Sell
3,546
-115
-3% -$4.9K 0.02% 283
2025
Q3
$154K Sell
3,661
-115
-3% -$4.74K 0.02% 278
2025
Q2
$152K Sell
3,776
-1,112
-23% -$42.9K 0.03% 265
2025
Q1
$186K Hold
4,888
0.04% 227
2024
Q4
$191K Sell
4,888
-283
-5% -$10.9K 0.04% 213
2024
Q3
$197K Sell
5,171
-383
-7% -$14.4K 0.04% 211
2024
Q2
$206K Hold
5,554
0.04% 192
2024
Q1
$200K Hold
5,554
0.04% 187
2023
Q4
$192K Sell
5,554
-115
-2% -$3.83K 0.05% 175
2023
Q3
$184K Hold
5,669
0.05% 150
2023
Q2
$185K Hold
5,669
0.05% 144
2023
Q1
$177K Buy
+5,669
New +$173K 0.05% 129

Other funds holding DJAN

Blue Bell Private Wealth Management's DJAN Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 4% in Q2 2026, selling an estimated $4.48K and leaving 2,387 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #346.

Blue Bell Private Wealth Management first reported a position in DJAN in Q1 2023 and has held it in 14 quarters since. The position peaked at $206K in Q2 2024. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • Blue Bell Private Wealth Management held 2,387 shares of FT Vest US Equity Deep Buffer ETF January worth $109K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 100 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $4.48K.
  • FT Vest US Equity Deep Buffer ETF January made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and has held it in 14 quarters since.
  • Blue Bell Private Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $206K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.