Avantax Advisory Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
8,714
+1,621
| +23% | +$65.4K | ﹤0.01% | 1802 |
|
|
2025
Q1 | $269K | Sell |
7,093
-2,706
| -28% | -$103K | ﹤0.01% | 1910 |
|
|
2024
Q4 | $383K | Sell |
9,799
-1,317
| -12% | -$51.5K | ﹤0.01% | 1623 |
|
|
2024
Q3 | $424K | Sell |
11,116
-5,214
| -32% | -$199K | ﹤0.01% | 1523 |
|
|
2024
Q2 | $606K | Sell |
16,330
-240
| -1% | -$8.91K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $597K | Buy |
16,570
+3,028
| +22% | +$109K | 0.01% | 957 |
|
|
2023
Q4 | $468K | Hold |
13,542
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q3 | $439K | Sell |
13,542
-3,250
| -19% | -$105K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $549K | Hold |
16,792
| – | – | 0.01% | 904 |
|
|
2023
Q1 | $523K | Buy |
+16,792
| New | +$523K | 0.01% | 894 |
|