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Sunbelt Securities’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Sunbelt Securities’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 		$133K Sell
3,128
-1,000
-24% -$43.3K 0.01% 750
2025
Q4 		$179K Hold
4,128
– – 0.01% 675
2025
Q3 		$174K Sell
4,128
-675
-14% -$27.8K 0.01% 688
2025
Q2 		$188K Buy
4,803
+675
+16% +$26K 0.02% 599
2025
Q1 		$157K Sell
4,128
-675
-14% -$26.3K 0.01% 626
2024
Q4 		$188K Hold
4,803
– – 0.02% 600
2024
Q3 		$183K Hold
4,803
– – 0.02% 612
2024
Q2 		$178K Hold
4,803
– – 0.02% 582
2024
Q1 		$173K Buy
4,803
+4,128
+612% +$145K 0.02% 571
2023
Q4 		$23.3K Hold
675
– – ﹤0.01% 991
2023
Q3 		$21.9K Hold
675
– – ﹤0.01% 996
2023
Q2 		$22.1K Hold
675
– – ﹤0.01% 999
2023
Q1 		$20.8K Buy
+675
New +$20.7K ﹤0.01% 950

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FIBOI
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BCM
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Envestnet Asset Management
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $376B AUM 19.32% 1-Year Est. Return