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Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Strategic Asset Management’s Portfolio DJAN Stock Details DJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$147K Buy
4,914
+1,529
+45% +$47.2K 0.25% 62
2022
Q2 		$102K Buy
3,385
+1,505
+80% +$47.1K 0.16% 94
2022
Q1 		$61K Hold
1,880
– – 0.09% 139
2021
Q4 		$61K Buy
1,880
+230
+14% +$7.38K 0.09% 136
2021
Q3 		$53K Buy
+1,650
New +$52.4K 0.07% 149

Other funds holding DJAN

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Strategic Asset Management's DJAN Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Deep Buffer ETF January (DJAN) stake by 45% in Q3 2022, buying an estimated $47.2K and bringing the position to 4,914 shares worth $147K. The position accounts for 0.25% of the portfolio, ranked #62.

Strategic Asset Management first reported a position in DJAN in Q3 2021 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold DJAN as of Q3 2022.

  • Strategic Asset Management held 4,914 shares of FT Vest US Equity Deep Buffer ETF January worth $147K as of Q3 2022.
  • Strategic Asset Management bought 1,529 FT Vest US Equity Deep Buffer ETF January shares in Q3 2022, an estimated $47.2K.
  • FT Vest US Equity Deep Buffer ETF January made up 0.25% of Strategic Asset Management's portfolio in Q3 2022, its #62 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2021 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.