Raymond James Financial Services Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Raymond James Financial Services Advisors’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	$1.04M	Buy	27,139 +2,917	+12%	+$109K	﹤0.01%	2144
2024 Q2	$900K	Buy	24,222 +2,293	+10%	+$83.1K	﹤0.01%	2153
2024 Q1	$790K	Buy	21,929 +13,182	+151%	+$465K	﹤0.01%	2203
2023 Q4	$302K	Sell	8,747 -1,000	-10%	-$33.3K	﹤0.01%	2732
2023 Q3	$316K	Sell	9,747 -326	-3%	-$10.7K	﹤0.01%	2618
2023 Q2	$329K	Hold	10,073	–	–	﹤0.01%	2606
2023 Q1	$314K	Buy	+10,073	New	+$308K	﹤0.01%	2624

Other funds holding DJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Raymond James Financial Services Advisors's DJAN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 12% in Q3 2024, buying an estimated $109K and bringing the position to 27,139 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Raymond James Financial Services Advisors first reported a position in DJAN in Q1 2023 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold DJAN as of Q3 2024.

Raymond James Financial Services Advisors held 27,139 shares of FT Vest US Equity Deep Buffer ETF January worth $1.04M as of Q3 2024.
Raymond James Financial Services Advisors bought 2,917 FT Vest US Equity Deep Buffer ETF January shares in Q3 2024, an estimated $109K.
FT Vest US Equity Deep Buffer ETF January made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2144 holding.
Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Deep Buffer ETF January in Q1 2023 and has held it in 7 quarters since.
81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.