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

FSB Premier 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
2026 Q2	$235K	Sell	5,171 -150	-3%	-$6.72K	0.07%	238
2026 Q1	$226K	Hold	5,321	–	–	0.07%	235
2025 Q4	$231K	Hold	5,321	–	–	0.07%	219
2025 Q3	$224K	Sell	5,321 -650	-11%	-$26.8K	0.07%	213
2025 Q2	$241K	Sell	5,971 -1,950	-25%	-$75.2K	0.09%	195
2025 Q1	$301K	Hold	7,921	–	–	0.12%	166
2024 Q4	$310K	Hold	7,921	–	–	0.12%	166
2024 Q3	$302K	Hold	7,921	–	–	0.12%	164
2024 Q2	$294K	Sell	7,921 -26	-0.3%	-$943	0.13%	146
2024 Q1	$286K	Buy	7,947 +717	+10%	+$25.3K	0.13%	141
2023 Q4	$250K	Hold	7,230	–	–	0.13%	144
2023 Q3	$234K	Sell	7,230 -1,625	-18%	-$53.4K	0.13%	136
2023 Q2	$289K	Sell	8,855 -12,922	-59%	-$409K	0.16%	116
2023 Q1	$678K	Sell	21,777 -7	-0%	-$214	0.38%	56
2022 Q4	$662K	Buy	21,784 +1,878	+9%	+$57.1K	0.36%	57
2022 Q3	$593K	Sell	19,906 -100	-0.5%	-$3.09K	0.35%	61
2022 Q2	$603K	Sell	20,006 -33	-0.2%	-$1.03K	0.33%	64
2022 Q1	$639K	Buy	+20,039	New	+$647K	0.32%	65

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

FSB Premier Wealth Management's DJAN Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 2.8% in Q2 2026, selling an estimated $6.72K and leaving 5,171 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #238.

FSB Premier Wealth Management first reported a position in DJAN in Q1 2022 and has held it in 18 quarters since. The position peaked at $678K in Q1 2023. 118 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

FSB Premier Wealth Management held 5,171 shares of FT Vest US Equity Deep Buffer ETF January worth $235K as of Q2 2026.
FSB Premier Wealth Management sold 150 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $6.72K.
FT Vest US Equity Deep Buffer ETF January made up 0.07% of FSB Premier Wealth Management's portfolio in Q2 2026, its #238 holding.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $678K in Q1 2023.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.