DFA
DJAN icon

DHJJ Financial Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

DHJJ Financial Advisors’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
Q1 		$70.2K Hold
1,650
– – 0.02% 340
2025
Q4 		$71.6K Hold
1,650
– – 0.02% 326
2025
Q3 		$69.5K Hold
1,650
– – 0.02% 312
2025
Q2 		$66.6K Sell
1,650
-120
-7% -$4.63K 0.02% 305
2025
Q1 		$67.2K Sell
1,770
-360
-17% -$14K 0.03% 276
2024
Q4 		$83.2K Sell
2,130
-710
-25% -$27.4K 0.03% 243
2024
Q3 		$108K Hold
2,840
– – 0.04% 207
2024
Q2 		$105K Sell
2,840
-250
-8% -$9.06K 0.04% 196
2024
Q1 		$111K Sell
3,090
-90
-3% -$3.17K 0.05% 191
2023
Q4 		$110K Hold
3,180
– – 0.05% 185
2023
Q3 		$103K Buy
+3,180
New +$104K 0.05% 180

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FIBOI
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BCM
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Envestnet Asset Management
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Carson Wealth (CWM LLC)
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return