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

Authentikos Wealth Advisory’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 Q4	–	Sell	-16	Closed	-$518	–	179
2023 Q3	$518	Buy	+16	New	+$526	﹤0.01%	565
2023 Q2	–	Sell	-8,089	Closed	-$246K	–	68
2023 Q1	$246K	Buy	+8,089	New	+$248K	0.25%	57

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

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

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

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

BFG

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

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

Authentikos Wealth Advisory's DJAN Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2023, closing a stake of 16 shares — an estimated $518 sold.

Authentikos Wealth Advisory first reported a position in DJAN in Q1 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2023. 60 funds tracked by Wall St. Rank hold DJAN as of Q4 2023.

Authentikos Wealth Advisory reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 16 FT Vest US Equity Deep Buffer ETF January shares in Q4 2023, an estimated $518.
Authentikos Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 2 quarters.
Authentikos Wealth Advisory's FT Vest US Equity Deep Buffer ETF January position peaked at $246K in Q1 2023.
60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.