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LM Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

LM 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
-700
Closed -$27.9K – 390
2023
Q4 		$27.9K Buy
+700
New +$26.4K 0.01% 391

Other funds holding FJAN

Osaic Holdings
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
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
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
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

LM Advisors's FJAN Position: Q1 2024 in Review

LM Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2024, closing a stake of 700 shares — an estimated $27.9K sold.

LM Advisors first reported a position in FJAN in Q4 2023 and held it in 1 quarter. The position peaked at $27.9K in Q4 2023. 121 funds tracked by Wall St. Rank hold FJAN as of Q1 2024.

  • LM Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 700 FT Vest US Equity Buffer ETF January shares in Q1 2024, an estimated $27.9K.
  • LM Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q4 2023 and held it in 1 quarter.
  • LM Advisors's FT Vest US Equity Buffer ETF January position peaked at $27.9K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.