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Great Valley Advisor Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Great Valley Advisor Group’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
Q1 		$868K Hold
20,400
– – 0.02% 537
2025
Q4 		$886K Hold
20,400
– – 0.02% 503
2025
Q3 		$860K Sell
20,400
-7,350
-26% -$303K 0.02% 498
2025
Q2 		$1.12M Buy
+27,750
New +$1.07M 0.02% 436

Other funds holding DJAN

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Great Valley Advisor Group's DJAN Position: Q1 2026 in Review

Great Valley Advisor Group held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q1 2026 at 20,400 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #537.

Great Valley Advisor Group first reported a position in DJAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2025. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • Great Valley Advisor Group held 20,400 shares of FT Vest US Equity Deep Buffer ETF January worth $868K as of Q1 2026.
  • Great Valley Advisor Group left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF January made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #537 holding.
  • Great Valley Advisor Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and has held it in 4 quarters since.
  • Great Valley Advisor Group's FT Vest US Equity Deep Buffer ETF January position peaked at $1.12M in Q2 2025.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.