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Schubert & Co’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-1,370
Closed -$42.7K – 446
2023
Q1 		$42.7K Buy
+1,370
New +$41.9K 0.04% 78

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Schubert & Co's DJAN Position: Q2 2023 in Review

Schubert & Co sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 1,370 shares — an estimated $42.7K sold.

Schubert & Co first reported a position in DJAN in Q1 2023 and held it in 1 quarter. The position peaked at $42.7K in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • Schubert & Co reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 1,370 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $42.7K.
  • Schubert & Co first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Schubert & Co's FT Vest US Equity Deep Buffer ETF January position peaked at $42.7K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.