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Clearstead Trust’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Clearstead Trust’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
Q3 		– Sell
-1,820
Closed -$73.4K – 1527
2025
Q2 		$73.4K Hold
1,820
– – 0.01% 275
2025
Q1 		$69.1K Buy
+1,820
New +$70.9K 0.02% 248

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 $68.3B AUM 20.5% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Clearstead Trust's DJAN Position: Q3 2025 in Review

Clearstead Trust sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2025, closing a stake of 1,820 shares — an estimated $73.4K sold.

Clearstead Trust first reported a position in DJAN in Q1 2025 and held it in 2 quarters. The position peaked at $73.4K in Q2 2025. 105 funds tracked by Wall St. Rank hold DJAN as of Q3 2025.

  • Clearstead Trust reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,820 FT Vest US Equity Deep Buffer ETF January shares in Q3 2025, an estimated $73.4K.
  • Clearstead Trust first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2025 and held it in 2 quarters.
  • Clearstead Trust's FT Vest US Equity Deep Buffer ETF January position peaked at $73.4K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.