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Freedom Investment Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Freedom Investment Management’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-680,973
Closed -$29.6M – 790
2024
Q2 		$29.6M Sell
680,973
-29,935
-4% -$1.27M 2.42% 5
2024
Q1 		$29.8M Buy
+710,908
New +$29.1M 2.39% 5

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BCM
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's FJAN Position: Q3 2024 in Review

Freedom Investment Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 680,973 shares — an estimated $29.6M sold.

Freedom Investment Management first reported a position in FJAN in Q1 2024 and held it in 2 quarters. The position peaked at $29.8M in Q1 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • Freedom Investment Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 680,973 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $29.6M.
  • Freedom Investment Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Freedom Investment Management's FT Vest US Equity Buffer ETF January position peaked at $29.8M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.