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

Advisornet Financial’s Portfolio FJAN Stock Details FJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$34.9K	–	2397
2023 Q1	$34.9K	Sell	1,000 -100	-9%	-$3.41K	﹤0.01%	900
2022 Q4	$36K	Sell	1,100 -400	-27%	-$12.9K	﹤0.01%	880
2022 Q3	$46K	Hold	1,500	–	–	﹤0.01%	870
2022 Q2	$47K	Sell	1,500 -100	-6%	-$3.28K	﹤0.01%	880
2022 Q1	$56K	Buy	1,600 +300	+23%	+$10.3K	﹤0.01%	929
2021 Q4	$44K	Hold	1,300	–	–	﹤0.01%	1055
2021 Q3	$43K	Sell	1,300 -100	-7%	-$3.31K	﹤0.01%	1049
2021 Q2	$46K	Hold	1,400	–	–	﹤0.01%	1016
2021 Q1	$44K	Buy	+1,400	New	+$42.9K	﹤0.01%	968

Other funds holding FJAN

BCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

AWM

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Advisornet Financial's FJAN Position: Q2 2023 in Review

Advisornet Financial sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2023, closing a stake of 1,000 shares — an estimated $34.9K sold.

Advisornet Financial first reported a position in FJAN in Q1 2021 and held it in 9 quarters. The position peaked at $56K in Q1 2022. 78 funds tracked by Wall St. Rank hold FJAN as of Q2 2023.

Advisornet Financial reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2023 after selling out during the quarter.
Advisornet Financial sold 1,000 FT Vest US Equity Buffer ETF January shares in Q2 2023, an estimated $34.9K.
Advisornet Financial first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and held it in 9 quarters.
Advisornet Financial's FT Vest US Equity Buffer ETF January position peaked at $56K in Q1 2022.
78 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.