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

BCGM 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 Q4	–	Sell	-13,204	Closed	-$590K	–	152
2024 Q3	$590K	Hold	13,204	–	–	0.19%	91
2024 Q2	$573K	Hold	13,204	–	–	0.2%	89
2024 Q1	$554K	Hold	13,204	–	–	0.2%	88
2023 Q4	$526K	Hold	13,204	–	–	0.21%	75
2023 Q3	$482K	Hold	13,204	–	–	0.22%	71
2023 Q2	$491K	Buy	13,204 +204	+2%	+$7.27K	0.22%	71
2023 Q1	$453K	Buy	+13,000	New	+$443K	0.23%	69

Other funds holding FJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

BCGM Wealth Management's FJAN Position: Q4 2024 in Review

BCGM Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q4 2024, closing a stake of 13,204 shares — an estimated $590K sold.

BCGM Wealth Management first reported a position in FJAN in Q1 2023 and held it in 7 quarters. The position peaked at $590K in Q3 2024. 121 funds tracked by Wall St. Rank hold FJAN as of Q4 2024.

BCGM Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
BCGM Wealth Management sold 13,204 FT Vest US Equity Buffer ETF January shares in Q4 2024, an estimated $590K.
BCGM Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 7 quarters.
BCGM Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $590K in Q3 2024.
121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2024.

Based on BCGM Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.