EP Wealth Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

EP Wealth 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 Q2	$109K	Buy	+2,400	New	+$107K	﹤0.01%	1652

Other funds holding DJAN

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's DJAN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2026: 2,400 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings.

118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

EP Wealth Advisors held 2,400 shares of FT Vest US Equity Deep Buffer ETF January worth $109K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF January was a new EP Wealth Advisors position in Q2 2026.
FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1652 holding.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.