Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Comprehensive Financial Consultants Institutional’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
2026 Q2	$1.47M	Sell	32,310 -4,638	-13%	-$208K	0.39%	83
2026 Q1	$1.57M	Buy	36,948 +28,107	+318%	+$1.22M	0.47%	77
2025 Q4	$384K	Sell	8,841 -194	-2%	-$8.27K	0.12%	138
2025 Q3	$381K	Sell	9,035 -50	-0.6%	-$2.06K	0.12%	139
2025 Q2	$366K	Buy	9,085 +378	+4%	+$14.6K	0.12%	141
2025 Q1	$331K	Buy	+8,707	New	+$339K	0.12%	138
2023 Q3	–	Sell	-14,410	Closed	-$475K	–	156
2023 Q2	$475K	Hold	14,410	–	–	0.25%	108
2023 Q1	$449K	Buy	14,410 +493	+4%	+$15.1K	0.25%	109
2022 Q4	$423K	Sell	13,917 -1,245	-8%	-$37.8K	0.26%	110
2022 Q3	$456K	Sell	15,162 -1,528	-9%	-$47.2K	0.3%	109
2022 Q2	$505K	Hold	16,690	–	–	0.36%	103
2022 Q1	$523K	Hold	16,690	–	–	0.36%	98
2021 Q4	$539K	Buy	+16,690	New	+$535K	0.35%	93

Other funds holding DJAN

BCM

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DJAN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 13% in Q2 2026, selling an estimated $208K and leaving 32,310 shares worth $1.47M. The position accounts for 0.39% of the portfolio, ranked #83.

Comprehensive Financial Consultants Institutional first reported a position in DJAN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.57M in Q1 2026. 42 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 32,310 shares of FT Vest US Equity Deep Buffer ETF January worth $1.47M as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 4,638 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $208K.
FT Vest US Equity Deep Buffer ETF January made up 0.39% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #83 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2021 and has held it in 13 quarters since.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF January position peaked at $1.57M in Q1 2026.
42 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.