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Integrated Wealth Concepts’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Integrated Wealth Concepts’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
2021
Q3 		– Sell
-33,776
Closed -$1.07M – 947
2021
Q2 		$1.07M Buy
+33,776
New +$1.06M 0.04% 345

Other funds holding DJAN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Integrated Wealth Concepts's DJAN Position: Q3 2021 in Review

Integrated Wealth Concepts sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2021, closing a stake of 33,776 shares — an estimated $1.07M sold.

Integrated Wealth Concepts first reported a position in DJAN in Q2 2021 and held it in 1 quarter. The position peaked at $1.07M in Q2 2021. 27 funds tracked by Wall St. Rank hold DJAN as of Q3 2021.

  • Integrated Wealth Concepts reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 33,776 FT Vest US Equity Deep Buffer ETF January shares in Q3 2021, an estimated $1.07M.
  • Integrated Wealth Concepts first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2021 and held it in 1 quarter.
  • Integrated Wealth Concepts's FT Vest US Equity Deep Buffer ETF January position peaked at $1.07M in Q2 2021.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2021.

Based on Integrated Wealth Concepts's 13F filing for Q3 2021, filed 15 Nov 2021.