DJAN — FT VEST US EQTY DEEP BUFFER JAN

Ownership history in VICUS CAPITAL  ·  3 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in FT VEST US EQTY DEEP BUFFER JAN (DJAN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,340 +1,484 +15.1% 0.04% $478K $42.15
2025 Q2 ADDED 9,856 +2,760 +38.9% 0.03% $398K $40.34
2025 Q1 INITIATED 7,096 — — 0.03% $269K $37.97
% of Fund (quarterly)    DJAN price (monthly, adj. close)

Other funds also holding DJAN

As of 2025 Q4 — sorted by position size

Jaffetilchin Investment Partners, LLC 3Y 7Y 1.89% PRECEDENT WEALTH PARTNERS, LLC 1.64% SMART Wealth LLC 1.63% Westwood Wealth Management 3Y 1.28% Per Stirling Capital Management, LLC. 3Y 1.11% Keystone Wealth Services, LLC 3Y 0.48% Commonwealth Financial Services, LLC 3Y 7Y 0.37% Camelot Portfolios, LLC 3Y 7Y 0.33% Tanglewood Legacy Advisors, LLC 3Y 0.26% Schwallier Wealth Management LLC 0.23%
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