FourThought Financial’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

FourThought Financial’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1511
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1493
2022 Q1	$0	Hold	12	–	–	﹤0.01%	1493
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1510
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1439
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1431
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1394
2020 Q4	$1K	Buy	+12	New	+$120	﹤0.01%	1375

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

FourThought Financial's ETJ Position: Q3 2022 in Review

FourThought Financial held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q3 2022 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

FourThought Financial first reported a position in ETJ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1K in Q3 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

FourThought Financial held 12 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $0 as of Q3 2022.
FourThought Financial left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q3 2022.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1511 holding.
FourThought Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1K in Q3 2021.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.