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Koesten Hirschmann & Crabtree’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Koesten Hirschmann & Crabtree’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
-46
Closed -$1.43K – 194
2023
Q1 		$1.43K Buy
+46
New +$1.41K ﹤0.01% 178

Other funds holding DJAN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $49B AUM 25.55% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DJAN Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 46 shares — an estimated $1.43K sold.

Koesten Hirschmann & Crabtree first reported a position in DJAN in Q1 2023 and held it in 1 quarter. The position peaked at $1.43K in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 46 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $1.43K.
  • Koesten Hirschmann & Crabtree first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's FT Vest US Equity Deep Buffer ETF January position peaked at $1.43K 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 Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.