Falcon Wealth Planning’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Falcon Wealth Planning’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	$1.06M	Hold	23,386	–	–	0.07%	92
2026 Q1	$995K	Buy	+23,386	New	+$1.01M	0.07%	86

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

Falcon Wealth Planning's DJAN Position: Q2 2026 in Review

Falcon Wealth Planning held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q2 2026 at 23,386 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #92.

Falcon Wealth Planning first reported a position in DJAN in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

Falcon Wealth Planning held 23,386 shares of FT Vest US Equity Deep Buffer ETF January worth $1.06M as of Q2 2026.
Falcon Wealth Planning left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF January made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #92 holding.
Falcon Wealth Planning first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.