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GDS Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

GDS Wealth 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
2023
Q3 		– Sell
-74,774
Closed -$2.78M – 125
2023
Q2 		$2.78M Buy
+74,774
New +$2.66M 0.45% 51

Other funds holding FJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GDS Wealth Management's FJAN Position: Q3 2023 in Review

GDS Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2023, closing a stake of 74,774 shares — an estimated $2.78M sold.

GDS Wealth Management first reported a position in FJAN in Q2 2023 and held it in 1 quarter. The position peaked at $2.78M in Q2 2023. 79 funds tracked by Wall St. Rank hold FJAN as of Q3 2023.

  • GDS Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2023 after selling out during the quarter.
  • GDS Wealth Management sold 74,774 FT Vest US Equity Buffer ETF January shares in Q3 2023, an estimated $2.78M.
  • GDS Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q2 2023 and held it in 1 quarter.
  • GDS Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $2.78M in Q2 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2023.

Based on GDS Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.