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Nations Financial Group’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Nations Financial Group’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
2024
Q3 		– Sell
-59,272
Closed -$2.2M – 677
2024
Q2 		$2.2M Sell
59,272
-7,049
-11% -$256K 0.18% 136
2024
Q1 		$2.39M Buy
+66,321
New +$2.34M 0.2% 124

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nations Financial Group's DJAN Position: Q3 2024 in Review

Nations Financial Group sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2024, closing a stake of 59,272 shares — an estimated $2.2M sold.

Nations Financial Group first reported a position in DJAN in Q1 2024 and held it in 2 quarters. The position peaked at $2.39M in Q1 2024. 81 funds tracked by Wall St. Rank hold DJAN as of Q3 2024.

  • Nations Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Nations Financial Group sold 59,272 FT Vest US Equity Deep Buffer ETF January shares in Q3 2024, an estimated $2.2M.
  • Nations Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • Nations Financial Group's FT Vest US Equity Deep Buffer ETF January position peaked at $2.39M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2024.

Based on Nations Financial Group's 13F filing for Q3 2024, filed 4 Nov 2024.