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Farmers & Merchants Investments Inc’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q3 		– Sell
-304
Closed -$9.94K – 1767
2023
Q2 		$9.94K Buy
+304
New +$9.62K ﹤0.01% 642

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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Farmers & Merchants Investments Inc's DJAN Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2023, closing a stake of 304 shares — an estimated $9.94K sold.

Farmers & Merchants Investments Inc first reported a position in DJAN in Q2 2023 and held it in 1 quarter. The position peaked at $9.94K in Q2 2023. 61 funds tracked by Wall St. Rank hold DJAN as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 304 FT Vest US Equity Deep Buffer ETF January shares in Q3 2023, an estimated $9.94K.
  • Farmers & Merchants Investments Inc first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's FT Vest US Equity Deep Buffer ETF January position peaked at $9.94K in Q2 2023.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.