HFG Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

HFG Wealth Management’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34,630	Closed	-$1.19M	–	49
2023 Q4	$1.19M	Buy	+34,630	New	+$1.15M	0.29%	40
2023 Q1	$13.9M	Buy	+447,419	New	+$13.6M	2.88%	10

Other funds holding GJAN

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

RJFSA

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

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HFG Wealth Management's GJAN Position: Q1 2024 in Review

HFG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q1 2024, closing a stake of 34,630 shares — an estimated $1.19M sold.

HFG Wealth Management first reported a position in GJAN in Q1 2023 and held it in 2 quarters. The position peaked at $13.9M in Q1 2023. 84 funds tracked by Wall St. Rank hold GJAN as of Q1 2024.

HFG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q1 2024 after selling out during the quarter.
HFG Wealth Management sold 34,630 FT Vest US Equity Moderate Buffer ETF January shares in Q1 2024, an estimated $1.19M.
HFG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 2 quarters.
HFG Wealth Management's FT Vest US Equity Moderate Buffer ETF January position peaked at $13.9M in Q1 2023.
84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.