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KFG Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

KFG Wealth Management’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
2023
Q2 		– Sell
-11,371
Closed -$356K – 120
2023
Q1 		$356K Hold
11,371
– – 0.25% 52
2022
Q4 		$345K Buy
+11,371
New +$346K 0.35% 52

Other funds holding DJAN

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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

KFG Wealth Management's DJAN Position: Q2 2023 in Review

KFG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 11,371 shares — an estimated $356K sold.

KFG Wealth Management first reported a position in DJAN in Q4 2022 and held it in 2 quarters. The position peaked at $356K in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • KFG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • KFG Wealth Management sold 11,371 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $356K.
  • KFG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • KFG Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $356K in Q1 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2023.

Based on KFG Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.