Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
16,215
-30
| -0.2% | -$1.43K | 0.01% | 1101 |
|
|
2025
Q1 | $720K | Buy |
16,245
+320
| +2% | +$14.2K | 0.01% | 1053 |
|
|
2024
Q4 | $731K | Buy |
15,925
+100
| +0.6% | +$4.59K | 0.01% | 986 |
|
|
2024
Q3 | $708K | Hold |
15,825
| – | – | 0.01% | 982 |
|
|
2024
Q2 | $687K | Sell |
15,825
-80
| -0.5% | -$3.47K | 0.01% | 935 |
|
|
2024
Q1 | $668K | Buy |
15,905
+15,405
| +3,081% | +$647K | 0.01% | 942 |
|
|
2023
Q4 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 2412 |
|
|
2023
Q3 | $18.3K | Hold |
500
| – | – | ﹤0.01% | 2353 |
|
|
2023
Q2 | $18.6K | Hold |
500
| – | – | ﹤0.01% | 2327 |
|
|
2023
Q1 | $17.4K | Buy |
+500
| New | +$17.4K | ﹤0.01% | 2309 |
|