McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Hold |
7,908
| – | – | 0.02% | 242 |
|
|
2025
Q1 | $351K | Hold |
7,908
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $363K | Hold |
7,908
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $354K | Hold |
7,908
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $343K | Hold |
7,908
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $332K | Buy |
7,908
+2,438
| +45% | +$102K | 0.02% | 249 |
|
|
2023
Q4 | $218K | Buy |
+5,470
| New | +$218K | 0.02% | 287 |
|
|
2023
Q3 | – | Sell |
-5,470
| Closed | -$203K | – | 295 |
|
|
2023
Q2 | $203K | Buy |
+5,470
| New | +$203K | 0.02% | 291 |
|