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

Axxcess Wealth Management’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
2024
Q1 		– Sell
-12,567
Closed -$434K – 883
2023
Q4 		$434K Sell
12,567
-1,000
-7% -$33.3K 0.01% 555
2023
Q3 		$440K Buy
+13,567
New +$446K 0.02% 501

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Axxcess Wealth Management's DJAN Position: Q1 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2024, closing a stake of 12,567 shares — an estimated $434K sold.

Axxcess Wealth Management first reported a position in DJAN in Q3 2023 and held it in 2 quarters. The position peaked at $440K in Q3 2023. 84 funds tracked by Wall St. Rank hold DJAN as of Q1 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,567 FT Vest US Equity Deep Buffer ETF January shares in Q1 2024, an estimated $434K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $440K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.