Gallagher Fiduciary Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Gallagher Fiduciary 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
2025 Q1	–	Sell	-47,883	Closed	-$1.87M	–	313
2024 Q4	$1.87M	Buy	47,883 +3,017	+7%	+$117K	0.37%	38
2024 Q3	$1.71M	Buy	44,866 +252	+0.6%	+$9.45K	0.35%	37
2024 Q2	$1.66M	Buy	44,614 +2,606	+6%	+$94.5K	0.37%	31
2024 Q1	$1.51M	Buy	42,008 +1,971	+5%	+$69.5K	0.05%	41
2023 Q4	$1.38M	Buy	40,037 +112	+0.3%	+$3.73K	0.05%	46
2023 Q3	$1.29M	Sell	39,925 -693	-2%	-$22.8K	0.11%	39
2023 Q2	$1.33M	Sell	40,618 -908	-2%	-$28.7K	0.1%	47
2023 Q1	$1.29M	Buy	+41,526	New	+$1.27M	0.11%	47

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gallagher Fiduciary Advisors's DJAN Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2025, closing a stake of 47,883 shares — an estimated $1.87M sold.

Gallagher Fiduciary Advisors first reported a position in DJAN in Q1 2023 and held it in 8 quarters. The position peaked at $1.87M in Q4 2024. 107 funds tracked by Wall St. Rank hold DJAN as of Q1 2025.

Gallagher Fiduciary Advisors reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 47,883 FT Vest US Equity Deep Buffer ETF January shares in Q1 2025, an estimated $1.87M.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 8 quarters.
Gallagher Fiduciary Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $1.87M in Q4 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.