DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $517K | Sell |
10,876
-35
| -0.3% | -$1.66K | 0.19% | 93 |
|
2025
Q1 | $484K | Buy |
10,911
+1,019
| +10% | +$45.2K | 0.19% | 90 |
|
2024
Q4 | $454K | Sell |
9,892
-1,375
| -12% | -$63.1K | 0.18% | 97 |
|
2024
Q3 | $504K | Hold |
11,267
| – | – | 0.2% | 92 |
|
2024
Q2 | $489K | Sell |
11,267
-125
| -1% | -$5.43K | 0.21% | 86 |
|
2024
Q1 | $478K | Buy |
11,392
+1,995
| +21% | +$83.8K | 0.21% | 84 |
|
2023
Q4 | $374K | Sell |
9,397
-255
| -3% | -$10.2K | 0.18% | 93 |
|
2023
Q3 | $352K | Hold |
9,652
| – | – | 0.18% | 93 |
|
2023
Q2 | $359K | Hold |
9,652
| – | – | 0.19% | 101 |
|
2023
Q1 | $337K | Buy |
9,652
+445
| +5% | +$15.5K | 0.18% | 102 |
|
2022
Q4 | $301K | Sell |
9,207
-320
| -3% | -$10.5K | 0.17% | 106 |
|
2022
Q3 | $291K | Sell |
9,527
-30
| -0.3% | -$916 | 0.17% | 103 |
|
2022
Q2 | $299K | Hold |
9,557
| – | – | 0.17% | 104 |
|
2022
Q1 | $333K | Buy |
+9,557
| New | +$333K | 0.16% | 102 |
|