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Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Cypress Wealth 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 		– Sell
-12,412
Closed -$392K – 236
2021
Q2 		$392K Hold
12,412
– – 0.11% 166
2021
Q1 		$382K Buy
+12,412
New +$377K 0.08% 186

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
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
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 $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cypress Wealth Services's DJAN Position: Q3 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2021, closing a stake of 12,412 shares — an estimated $392K sold.

Cypress Wealth Services first reported a position in DJAN in Q1 2021 and held it in 2 quarters. The position peaked at $392K in Q2 2021. 27 funds tracked by Wall St. Rank hold DJAN as of Q3 2021.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 12,412 FT Vest US Equity Deep Buffer ETF January shares in Q3 2021, an estimated $392K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2021 and held it in 2 quarters.
  • Cypress Wealth Services's FT Vest US Equity Deep Buffer ETF January position peaked at $392K in Q2 2021.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.