Advisornet Financial’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-7,867	Closed	-$239K	–	2422
2022 Q4	$239K	Sell	7,867 -7,649	-49%	-$232K	0.02%	438
2022 Q3	$463K	Sell	15,516 -1,684	-10%	-$52K	0.05%	337
2022 Q2	$519K	Sell	17,200 -15	-0.1%	-$469	0.05%	306
2022 Q1	$562K	Buy	17,215 +650	+4%	+$21K	0.04%	348
2021 Q4	$534K	Sell	16,565 -400	-2%	-$12.8K	0.03%	391
2021 Q3	$537K	Hold	16,965	–	–	0.04%	353
2021 Q2	$536K	Sell	16,965 -17,800	-51%	-$556K	0.04%	371
2021 Q1	$1.07M	Buy	+34,765	New	+$1.06M	0.08%	233

Other funds holding DJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Advisornet Financial's DJAN Position: Q1 2023 in Review

Advisornet Financial sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2023, closing a stake of 7,867 shares — an estimated $239K sold.

Advisornet Financial first reported a position in DJAN in Q1 2021 and held it in 8 quarters. The position peaked at $1.07M in Q1 2021. 69 funds tracked by Wall St. Rank hold DJAN as of Q1 2023.

Advisornet Financial reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 7,867 FT Vest US Equity Deep Buffer ETF January shares in Q1 2023, an estimated $239K.
Advisornet Financial first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2021 and held it in 8 quarters.
Advisornet Financial's FT Vest US Equity Deep Buffer ETF January position peaked at $1.07M in Q1 2021.
69 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.