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DJAN icon

Core Wealth Partners’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Core Wealth Partners’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
Q4 		– Sell
-4,950
Closed -$209K – 184
2025
Q3 		$209K Buy
+4,950
New +$204K 0.1% 163

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BCM
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 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
PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Core Wealth Partners's DJAN Position: Q4 2025 in Review

Core Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2025, closing a stake of 4,950 shares — an estimated $209K sold.

Core Wealth Partners first reported a position in DJAN in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 110 funds tracked by Wall St. Rank hold DJAN as of Q4 2025.

  • Core Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2025 after selling out during the quarter.
  • Core Wealth Partners sold 4,950 FT Vest US Equity Deep Buffer ETF January shares in Q4 2025, an estimated $209K.
  • Core Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2025 and held it in 1 quarter.
  • Core Wealth Partners's FT Vest US Equity Deep Buffer ETF January position peaked at $209K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2025.

Based on Core Wealth Partners's 13F filing for Q4 2025, filed 17 Feb 2026.