Concourse Financial Group Securities’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Concourse Financial Group Securities’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 Q4	–	Sell	-1,517	Closed	-$48.7K	–	2395
2021 Q3	$48K	Hold	1,517	–	–	﹤0.01%	1324
2021 Q2	$48K	Hold	1,517	–	–	﹤0.01%	1328
2021 Q1	$47K	Buy	+1,517	New	+$46.1K	﹤0.01%	1239

Other funds holding DJAN

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Concourse Financial Group Securities's DJAN Position: Q4 2021 in Review

Concourse Financial Group Securities sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2021, closing a stake of 1,517 shares — an estimated $48.7K sold.

Concourse Financial Group Securities first reported a position in DJAN in Q1 2021 and held it in 3 quarters. The position peaked at $48K in Q3 2021. 28 funds tracked by Wall St. Rank hold DJAN as of Q4 2021.

Concourse Financial Group Securities reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2021 after selling out during the quarter.
Concourse Financial Group Securities sold 1,517 FT Vest US Equity Deep Buffer ETF January shares in Q4 2021, an estimated $48.7K.
Concourse Financial Group Securities first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2021 and held it in 3 quarters.
Concourse Financial Group Securities's FT Vest US Equity Deep Buffer ETF January position peaked at $48K in Q3 2021.
28 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2021.

Based on Concourse Financial Group Securities's 13F filing for Q4 2021, filed 7 Feb 2022.