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Sheets Smith Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Sheets Smith Wealth Management’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,754
Closed -$337K – 363
2021
Q1 		$337K Buy
+10,754
New +$330K 0.05% 261

Other funds holding FJAN

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sheets Smith Wealth Management's FJAN Position: Q2 2021 in Review

Sheets Smith Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2021, closing a stake of 10,754 shares — an estimated $337K sold.

Sheets Smith Wealth Management first reported a position in FJAN in Q1 2021 and held it in 1 quarter. The position peaked at $337K in Q1 2021. 31 funds tracked by Wall St. Rank hold FJAN as of Q2 2021.

  • Sheets Smith Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,754 FT Vest US Equity Buffer ETF January shares in Q2 2021, an estimated $337K.
  • Sheets Smith Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and held it in 1 quarter.
  • Sheets Smith Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $337K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.