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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$372K Buy
8,747
+482
+6% +$20.9K 0.27% 42
2025
Q4
$361K Buy
+8,265
New +$352K 0.23% 36

Other funds holding DJAN

Schwallier Wealth Management's DJAN Position: Q1 2026 in Review

Schwallier Wealth Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 5.8% in Q1 2026, buying an estimated $20.9K and bringing the position to 8,747 shares worth $372K. The position accounts for 0.27% of the portfolio, ranked #42.

Schwallier Wealth Management first reported a position in DJAN in Q4 2025 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • Schwallier Wealth Management held 8,747 shares of FT Vest US Equity Deep Buffer ETF January worth $372K as of Q1 2026.
  • Schwallier Wealth Management bought 482 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $20.9K.
  • FT Vest US Equity Deep Buffer ETF January made up 0.27% of Schwallier Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Schwallier 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.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.