MFT
FJAN icon

Moisand Fitzgerald Tamayo’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-178
Closed -$7.73K – 633
2024
Q2 		$7.73K Buy
+178
New +$7.52K ﹤0.01% 332

Other funds holding FJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FJAN Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 178 shares — an estimated $7.73K sold.

Moisand Fitzgerald Tamayo first reported a position in FJAN in Q2 2024 and held it in 1 quarter. The position peaked at $7.73K in Q2 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 178 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $7.73K.
  • Moisand Fitzgerald Tamayo first reported a position in FT Vest US Equity Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's FT Vest US Equity Buffer ETF January position peaked at $7.73K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.