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B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

B. Riley Wealth Advisors’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,550
Closed -$213K – 1568
2023
Q2 		$213K Hold
6,550
– – ﹤0.01% 1324
2023
Q1 		$203K Buy
+6,550
New +$199K 0.01% 1295

Other funds holding GJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

B. Riley Wealth Advisors's GJAN Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q3 2023, closing a stake of 6,550 shares — an estimated $213K sold.

B. Riley Wealth Advisors first reported a position in GJAN in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q2 2023. 39 funds tracked by Wall St. Rank hold GJAN as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,550 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2023, an estimated $213K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF January position peaked at $213K in Q2 2023.
  • 39 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.