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United Capital Financial Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

United Capital Financial Advisors’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 		$468K Hold
11,000
– – ﹤0.01% 1099
2025
Q4 		$478K Sell
11,000
-665
-6% -$28.4K ﹤0.01% 980
2025
Q3 		$492K Hold
11,665
– – ﹤0.01% 863
2025
Q2 		$471K Buy
+11,665
New +$450K ﹤0.01% 801

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's DJAN Position: Q1 2026 in Review

United Capital Financial Advisors held its FT Vest US Equity Deep Buffer ETF January (DJAN) position steady in Q1 2026 at 11,000 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

United Capital Financial Advisors first reported a position in DJAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $492K in Q3 2025. 123 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • United Capital Financial Advisors held 11,000 shares of FT Vest US Equity Deep Buffer ETF January worth $468K as of Q1 2026.
  • United Capital Financial Advisors left its FT Vest US Equity Deep Buffer ETF January share count unchanged in Q1 2026.
  • FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1099 holding.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's FT Vest US Equity Deep Buffer ETF January position peaked at $492K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.