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

Baker Tilly 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
2024
Q1 		– Sell
-27,375
Closed -$1.09M – 431
2023
Q4 		$1.09M Sell
27,375
-430
-2% -$16.2K 0.18% 126
2023
Q3 		$1.01M Hold
27,805
– – 0.17% 128
2023
Q2 		$1.03M Hold
27,805
– – 0.11% 193
2023
Q1 		$970K Buy
+27,805
New +$948K 0.11% 205

Other funds holding FJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Baker Tilly Wealth Management's FJAN Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2024, closing a stake of 27,375 shares — an estimated $1.09M sold.

Baker Tilly Wealth Management first reported a position in FJAN in Q1 2023 and held it in 4 quarters. The position peaked at $1.09M in Q4 2023. 121 funds tracked by Wall St. Rank hold FJAN as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 27,375 FT Vest US Equity Buffer ETF January shares in Q1 2024, an estimated $1.09M.
  • Baker Tilly Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 4 quarters.
  • Baker Tilly Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $1.09M in Q4 2023.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.