SAI
Savvy Advisors Inc’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
8,265
-12
| -0.1% | -$571 | 0.03% | 419 |
|
|
2025
Q1 | $367K | Buy |
+8,277
| New | +$367K | 0.04% | 347 |
|
|
2024
Q4 | – | Sell |
-6,874
| Closed | -$307K | – | 460 |
|
|
2024
Q3 | $307K | Sell |
6,874
-275
| -4% | -$12.3K | 0.06% | 253 |
|
|
2024
Q2 | $310K | Hold |
7,149
| – | – | 0.1% | 205 |
|
|
2024
Q1 | $300K | Buy |
7,149
+1,958
| +38% | +$82.2K | 0.17% | 159 |
|
|
2023
Q4 | $207K | Buy |
+5,191
| New | +$207K | 0.2% | 149 |
|