Capital Asset Advisory Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,754
Closed -$324K 318
2023
Q3
$324K Sell
8,754
-495
-5% -$18.5K 0.02% 232
2023
Q2
$347K Hold
9,249
0.02% 235
2023
Q1
$323K Sell
9,249
-490
-5% -$16.7K 0.02% 244
2022
Q4
$319K Buy
+9,739
New +$314K 0.03% 259

Other funds holding FJAN

Capital Asset Advisory Services's FJAN Position: Q4 2023 in Review

Capital Asset Advisory Services sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q4 2023, closing a stake of 8,754 shares — an estimated $324K sold.

Capital Asset Advisory Services first reported a position in FJAN in Q4 2022 and held it in 4 quarters. The position peaked at $347K in Q2 2023. 86 funds tracked by Wall St. Rank hold FJAN as of Q4 2023.

  • Capital Asset Advisory Services reported no remaining FT Vest US Equity Buffer ETF January position as of Q4 2023 after selling out during the quarter.
  • Capital Asset Advisory Services sold 8,754 FT Vest US Equity Buffer ETF January shares in Q4 2023, an estimated $324K.
  • Capital Asset Advisory Services first reported a position in FT Vest US Equity Buffer ETF January in Q4 2022 and held it in 4 quarters.
  • Capital Asset Advisory Services's FT Vest US Equity Buffer ETF January position peaked at $347K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2023.

Based on Capital Asset Advisory Services's 13F filing for Q4 2023, filed 9 Jan 2024.