Cedar Brook Financial Partners’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-6,598	Closed	-$277K	–	147
2024 Q1	$277K	Hold	6,598	–	–	0.05%	334
2023 Q4	$264K	Hold	6,598	–	–	0.06%	326
2023 Q3	$241K	Sell	6,598 -4,014	-38%	-$150K	0.06%	308
2023 Q2	$395K	Sell	10,612 -715	-6%	-$25.5K	0.09%	221
2023 Q1	$395K	Hold	11,327	–	–	0.1%	217
2022 Q4	$371K	Hold	11,327	–	–	0.1%	220
2022 Q3	$346K	Hold	11,327	–	–	0.11%	212
2022 Q2	$354K	Buy	11,327 +2,342	+26%	+$76.8K	0.11%	211
2022 Q1	$313K	Buy	+8,985	New	+$308K	0.08%	267

Other funds holding FJAN

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

BCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cedar Brook Financial Partners's FJAN Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2024, closing a stake of 6,598 shares — an estimated $277K sold.

Cedar Brook Financial Partners first reported a position in FJAN in Q1 2022 and held it in 9 quarters. The position peaked at $395K in Q1 2023. 123 funds tracked by Wall St. Rank hold FJAN as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 6,598 FT Vest US Equity Buffer ETF January shares in Q2 2024, an estimated $277K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and held it in 9 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Buffer ETF January position peaked at $395K in Q1 2023.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.