Lloyd Advisory Services’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$1.07M Buy
35,201
+14
+0% +$425 0.74% 24
2022
Q3
$1.05M Buy
+35,187
New +$1.09M 0.77% 26

Other funds holding DJAN

Lloyd Advisory Services's DJAN Position: Q4 2022 in Review

Lloyd Advisory Services increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 0.04% in Q4 2022, buying an estimated $425 and bringing the position to 35,201 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #24.

Lloyd Advisory Services first reported a position in DJAN in Q3 2022 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold DJAN as of Q4 2022.

  • Lloyd Advisory Services held 35,201 shares of FT Vest US Equity Deep Buffer ETF January worth $1.07M as of Q4 2022.
  • Lloyd Advisory Services bought 14 FT Vest US Equity Deep Buffer ETF January shares in Q4 2022, an estimated $425.
  • FT Vest US Equity Deep Buffer ETF January made up 0.74% of Lloyd Advisory Services's portfolio in Q4 2022, its #24 holding.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2022 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.