EWM
DJAN icon

EPG Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-250
Closed -$9.49K – 337
2025
Q1 		$9.49K Hold
250
– – ﹤0.01% 375
2024
Q4 		$9.77K Hold
250
– – ﹤0.01% 377
2024
Q3 		$9.54K Buy
+250
New +$9.37K ﹤0.01% 375
2024
Q2 		– Sell
-250
Closed -$9.06K – 398
2024
Q1 		$9.01K Hold
250
– – ﹤0.01% 393
2023
Q4 		$8.77K Hold
250
– – ﹤0.01% 380
2023
Q3 		$8.1K Hold
250
– – ﹤0.01% 377
2023
Q2 		$8.17K Hold
250
– – ﹤0.01% 368
2023
Q1 		$7.79K Hold
250
– – ﹤0.01% 376
2022
Q4 		$7.59K Buy
+250
New +$7.6K ﹤0.01% 344

Other funds holding DJAN

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 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
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EPG Wealth Management's DJAN Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2025, closing a stake of 250 shares — an estimated $9.49K sold.

EPG Wealth Management first reported a position in DJAN in Q4 2022 and held it in 9 quarters. The position peaked at $9.77K in Q4 2024. 110 funds tracked by Wall St. Rank hold DJAN as of Q2 2025.

  • EPG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 250 FT Vest US Equity Deep Buffer ETF January shares in Q2 2025, an estimated $9.49K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and held it in 9 quarters.
  • EPG Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $9.77K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.