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Richard W. Paul & Associates’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-11
Closed -$343 – 554
2023
Q1 		$343 Hold
11
– – ﹤0.01% 515
2022
Q4 		$334 Buy
+11
New +$334 ﹤0.01% 507

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Richard W. Paul & Associates's DJAN Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q2 2023, closing a stake of 11 shares — an estimated $343 sold.

Richard W. Paul & Associates first reported a position in DJAN in Q4 2022 and held it in 2 quarters. The position peaked at $343 in Q1 2023. 64 funds tracked by Wall St. Rank hold DJAN as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 11 FT Vest US Equity Deep Buffer ETF January shares in Q2 2023, an estimated $343.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Deep Buffer ETF January in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's FT Vest US Equity Deep Buffer ETF January position peaked at $343 in Q1 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.