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

ACG Wealth’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
2022
Q3 		– Sell
-300
Closed -$9K – 411
2022
Q2 		$9K Buy
+300
New +$9.39K ﹤0.01% 705

Other funds holding DJAN

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACG Wealth's DJAN Position: Q3 2022 in Review

ACG Wealth sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2022, closing a stake of 300 shares — an estimated $9K sold.

ACG Wealth first reported a position in DJAN in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 46 funds tracked by Wall St. Rank hold DJAN as of Q3 2022.

  • ACG Wealth reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 300 FT Vest US Equity Deep Buffer ETF January shares in Q3 2022, an estimated $9K.
  • ACG Wealth first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's FT Vest US Equity Deep Buffer ETF January position peaked at $9K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.