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

Axxcess Wealth Management’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
Q4 		– Sell
-8,934
Closed -$326K – 873
2023
Q3 		$326K Buy
+8,934
New +$333K 0.01% 579

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Axxcess Wealth Management's FJAN Position: Q4 2023 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q4 2023, closing a stake of 8,934 shares — an estimated $326K sold.

Axxcess Wealth Management first reported a position in FJAN in Q3 2023 and held it in 1 quarter. The position peaked at $326K in Q3 2023. 86 funds tracked by Wall St. Rank hold FJAN as of Q4 2023.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,934 FT Vest US Equity Buffer ETF January shares in Q4 2023, an estimated $326K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $326K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.