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Cascadia Advisory Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Cascadia Advisory Services’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
2021
Q3 		$3.04M Buy
+96,045
New +$3.05M 0.62% 43

Other funds holding DJAN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Cascadia Advisory Services's DJAN Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2021: 96,045 shares worth $3.04M. The stake represents 0.62% of the portfolio and ranks #43 among its holdings.

27 funds tracked by Wall St. Rank hold DJAN as of Q3 2021.

  • Cascadia Advisory Services held 96,045 shares of FT Vest US Equity Deep Buffer ETF January worth $3.04M as of Q3 2021.
  • FT Vest US Equity Deep Buffer ETF January was a new Cascadia Advisory Services position in Q3 2021.
  • FT Vest US Equity Deep Buffer ETF January made up 0.62% of Cascadia Advisory Services's portfolio in Q3 2021, its #43 holding.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.