Concurrent Investment Advisors’s FT Vest U.S. Equity Buffer & Digital Return ETF - January DGJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$898K Hold
28,455
0.01% 1062
2026
Q1
$850K Buy
+28,455
New +$863K 0.01% 945

Other funds holding DGJA

Concurrent Investment Advisors's DGJA Position: Q2 2026 in Review

Concurrent Investment Advisors held its FT Vest U.S. Equity Buffer & Digital Return ETF - January (DGJA) position steady in Q2 2026 at 28,455 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #1062.

Concurrent Investment Advisors first reported a position in DGJA in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold DGJA as of Q2 2026.

  • Concurrent Investment Advisors held 28,455 shares of FT Vest U.S. Equity Buffer & Digital Return ETF - January worth $898K as of Q2 2026.
  • Concurrent Investment Advisors left its FT Vest U.S. Equity Buffer & Digital Return ETF - January share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Buffer & Digital Return ETF - January made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1062 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest U.S. Equity Buffer & Digital Return ETF - January in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held FT Vest U.S. Equity Buffer & Digital Return ETF - January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.