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SMART Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

SMART Wealth’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-204,782
Closed -$6.66M – 161
2024
Q2 		$6.66M Sell
204,782
-53,474
-21% -$1.71M 2.69% 11
2024
Q1 		$8.2M Buy
+258,256
New +$8.09M 3.7% 8

Other funds holding XJAN

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SMART Wealth's XJAN Position: Q3 2024 in Review

SMART Wealth sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q3 2024, closing a stake of 204,782 shares — an estimated $6.66M sold.

SMART Wealth first reported a position in XJAN in Q1 2024 and held it in 2 quarters. The position peaked at $8.2M in Q1 2024. 34 funds tracked by Wall St. Rank hold XJAN as of Q3 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • SMART Wealth sold 204,782 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q3 2024, an estimated $6.66M.
  • SMART Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • SMART Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $8.2M in Q1 2024.
  • 34 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.