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

Robertson Stephens 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 Q1	$729K	Sell	17,150 -8,650	-34%	-$375K	0.02%	353
2025 Q4	$1.12M	Buy	+25,800	New	+$1.1M	0.03%	278

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robertson Stephens Wealth Management's DJAN Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 34% in Q1 2026, selling an estimated $375K and leaving 17,150 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #353.

Robertson Stephens Wealth Management first reported a position in DJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.12M in Q4 2025. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

Robertson Stephens Wealth Management held 17,150 shares of FT Vest US Equity Deep Buffer ETF January worth $729K as of Q1 2026.
Robertson Stephens Wealth Management sold 8,650 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $375K.
FT Vest US Equity Deep Buffer ETF January made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #353 holding.
Robertson Stephens Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2025 and has held it in 2 quarters since.
Robertson Stephens Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $1.12M in Q4 2025.
122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.