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Optivise Advisory Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Optivise Advisory Services’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
-9,773
Closed -$424K – 174
2024
Q2 		$424K Buy
+9,773
New +$413K 0.23% 92

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Optivise Advisory Services's FJAN Position: Q3 2024 in Review

Optivise Advisory Services sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 9,773 shares — an estimated $424K sold.

Optivise Advisory Services first reported a position in FJAN in Q2 2024 and held it in 1 quarter. The position peaked at $424K in Q2 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 9,773 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $424K.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Buffer ETF January position peaked at $424K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.