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

Raymond James Financial Services Advisors’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.04M	Sell	185,877 -187,471	-50%	-$6.98M	0.01%	1046
2024 Q2	$13.8M	Sell	373,348 -982	-0.3%	-$35.4K	0.02%	673
2024 Q1	$13.4M	Buy	374,330 +352,421	+1,609%	+$12.4M	0.02%	676
2023 Q4	$755K	Sell	21,909 -304	-1%	-$10.1K	﹤0.01%	2151
2023 Q3	$716K	Buy	22,213 +304	+1%	+$9.94K	﹤0.01%	2104
2023 Q2	$713K	Buy	21,909 +772	+4%	+$24.3K	﹤0.01%	2128
2023 Q1	$655K	Buy	+21,137	New	+$643K	﹤0.01%	2165

Other funds holding GJAN

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial Services Advisors reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 50% in Q3 2024, selling an estimated $6.98M and leaving 185,877 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #1046.

Raymond James Financial Services Advisors first reported a position in GJAN in Q1 2023 and has held it in 7 quarters since. The position peaked at $13.8M in Q2 2024. 85 funds tracked by Wall St. Rank hold GJAN as of Q3 2024.

Raymond James Financial Services Advisors held 185,877 shares of FT Vest US Equity Moderate Buffer ETF January worth $7.04M as of Q3 2024.
Raymond James Financial Services Advisors sold 187,471 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2024, an estimated $6.98M.
FT Vest US Equity Moderate Buffer ETF January made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1046 holding.
Raymond James Financial Services Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and has held it in 7 quarters since.
Raymond James Financial Services Advisors's FT Vest US Equity Moderate Buffer ETF January position peaked at $13.8M in Q2 2024.
85 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2024.

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