EisnerAmper Wealth Management Corporate Benefits’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$4.36M Sell
109,521
-7,375
-6% -$278K 1.59% 16
2023
Q3
$4.27M Buy
+116,896
New +$4.36M 1.9% 19

Other funds holding FJAN

EisnerAmper Wealth Management Corporate Benefits's FJAN Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 6.3% in Q4 2023, selling an estimated $278K and leaving 109,521 shares worth $4.36M. The position accounts for 1.59% of the portfolio, ranked #16.

EisnerAmper Wealth Management Corporate Benefits first reported a position in FJAN in Q3 2023 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold FJAN as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 109,521 shares of FT Vest US Equity Buffer ETF January worth $4.36M as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits sold 7,375 FT Vest US Equity Buffer ETF January shares in Q4 2023, an estimated $278K.
  • FT Vest US Equity Buffer ETF January made up 1.59% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #16 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in FT Vest US Equity Buffer ETF January in Q3 2023 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.