SRA
RSJN

Secured Retirement Advisors’s FT Vest U.S. Equity Equal Weight Buffer ETF - June RSJN Stock Holding History

Secured Retirement Advisors’s Portfolio RSJN Stock Details RSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,007
Closed -$1.03M – 160
2024
Q3 		$1.03M Buy
+32,007
New +$994K 0.74% 55

Other funds holding RSJN

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Secured Retirement Advisors's RSJN Position: Q4 2024 in Review

Secured Retirement Advisors sold out of FT Vest U.S. Equity Equal Weight Buffer ETF - June (RSJN) in Q4 2024, closing a stake of 32,007 shares — an estimated $1.03M sold.

Secured Retirement Advisors first reported a position in RSJN in Q3 2024 and held it in 1 quarter. The position peaked at $1.03M in Q3 2024. 19 funds tracked by Wall St. Rank hold RSJN as of Q4 2024.

  • Secured Retirement Advisors reported no remaining FT Vest U.S. Equity Equal Weight Buffer ETF - June position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 32,007 FT Vest U.S. Equity Equal Weight Buffer ETF - June shares in Q4 2024, an estimated $1.03M.
  • Secured Retirement Advisors first reported a position in FT Vest U.S. Equity Equal Weight Buffer ETF - June in Q3 2024 and held it in 1 quarter.
  • Secured Retirement Advisors's FT Vest U.S. Equity Equal Weight Buffer ETF - June position peaked at $1.03M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal Weight Buffer ETF - June as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.