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Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-5,230
Closed -$222K – 536
2026
Q1 		$222K Buy
+5,230
New +$227K 0.01% 638
2022
Q3 		– Sell
-83
Closed -$3K – 787
2022
Q2 		$3K Buy
+83
New +$2.6K ﹤0.01% 1623

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BCM
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DJAN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2026, closing a stake of 5,230 shares — an estimated $222K sold.

Patriot Financial Group Insurance Agency first reported a position in DJAN in Q2 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2026. 80 funds tracked by Wall St. Rank hold DJAN as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,230 FT Vest US Equity Deep Buffer ETF January shares in Q2 2026, an estimated $222K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF January position peaked at $222K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.