Key Client Fiduciary Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Key Client Fiduciary Advisors’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 Q1	–	Sell	-12,403	Closed	-$494K	–	188
2023 Q4	$494K	Hold	12,403	–	–	0.29%	87
2023 Q3	$453K	Buy	12,403 +557	+5%	+$20.8K	0.28%	88
2023 Q2	$441K	Buy	11,846 +3,053	+35%	+$109K	0.26%	91
2023 Q1	$307K	Buy	+8,793	New	+$300K	0.19%	119

Other funds holding FJAN

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Key Client Fiduciary Advisors's FJAN Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2024, closing a stake of 12,403 shares — an estimated $494K sold.

Key Client Fiduciary Advisors first reported a position in FJAN in Q1 2023 and held it in 4 quarters. The position peaked at $494K in Q4 2023. 121 funds tracked by Wall St. Rank hold FJAN as of Q1 2024.

Key Client Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 12,403 FT Vest US Equity Buffer ETF January shares in Q1 2024, an estimated $494K.
Key Client Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 4 quarters.
Key Client Fiduciary Advisors's FT Vest US Equity Buffer ETF January position peaked at $494K in Q4 2023.
121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.