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Money Concepts Capital’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,551
Closed -$47.1K – 1059
2022
Q4 		$47.1K Buy
+1,551
New +$47.1K ﹤0.01% 1273
2022
Q2 		– Sell
-1,551
Closed -$51K – 1711
2022
Q1 		$51K Buy
+1,551
New +$50.1K ﹤0.01% 1226

Other funds holding DJAN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Money Concepts Capital's DJAN Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q1 2023, closing a stake of 1,551 shares — an estimated $47.1K sold.

Money Concepts Capital first reported a position in DJAN in Q1 2022 and held it in 2 quarters. The position peaked at $51K in Q1 2022. 70 funds tracked by Wall St. Rank hold DJAN as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,551 FT Vest US Equity Deep Buffer ETF January shares in Q1 2023, an estimated $47.1K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Deep Buffer ETF January position peaked at $51K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.