Cary Street Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DJAN Stock Details DJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-628	Closed	-$20.3K	–	902
2023 Q3	$20.3K	Hold	628	–	–	﹤0.01%	1118
2023 Q2	$20.5K	Hold	628	–	–	﹤0.01%	1041
2023 Q1	$19.6K	Buy	+628	New	+$19.2K	﹤0.01%	980

Other funds holding DJAN

BCM

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cary Street Partners Investment Advisory's DJAN Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2023, closing a stake of 628 shares — an estimated $20.3K sold.

Cary Street Partners Investment Advisory first reported a position in DJAN in Q1 2023 and held it in 3 quarters. The position peaked at $20.5K in Q2 2023. 60 funds tracked by Wall St. Rank hold DJAN as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 628 FT Vest US Equity Deep Buffer ETF January shares in Q4 2023, an estimated $20.3K.
Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 3 quarters.
Cary Street Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF January position peaked at $20.5K in Q2 2023.
60 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.