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Laurel Wealth Advisors (North Carolina)’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024
Q2 		– Sell
-323
Closed -$11.6K – 660
2024
Q1 		$11.6K Buy
+323
New +$11.4K ﹤0.01% 425

Other funds holding DJAN

SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DJAN Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2024, closing a stake of 323 shares — an estimated $11.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DJAN in Q1 2024 and held it in 1 quarter. The position peaked at $11.6K in Q1 2024. 83 funds tracked by Wall St. Rank hold DJAN as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 323 FT Vest US Equity Deep Buffer ETF January shares in Q2 2024, an estimated $11.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s FT Vest US Equity Deep Buffer ETF January position peaked at $11.6K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.