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

Westwood 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 		– Sell
-39,315
Closed -$1.71M – 66
2025
Q4 		$1.71M Buy
+39,315
New +$1.68M 1.28% 28

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 $424B AUM 22.96% 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

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

Westwood Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2026, closing a stake of 39,315 shares — an estimated $1.71M sold.

Westwood Wealth Management first reported a position in DJAN in Q4 2025 and held it in 1 quarter. The position peaked at $1.71M in Q4 2025. 123 funds tracked by Wall St. Rank hold DJAN as of Q1 2026.

  • Westwood Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 39,315 FT Vest US Equity Deep Buffer ETF January shares in Q1 2026, an estimated $1.71M.
  • Westwood Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $1.71M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.