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

Strategic Asset 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
2022
Q3 		$367K Buy
12,010
+390
+3% +$12.6K 0.64% 28
2022
Q2 		$363K Sell
11,620
-230
-2% -$7.55K 0.58% 34
2022
Q1 		$413K Buy
11,850
+2,410
+26% +$82.5K 0.59% 33
2021
Q4 		$322K Buy
9,440
+730
+8% +$24.6K 0.45% 42
2021
Q3 		$290K Buy
+8,710
New +$289K 0.41% 44

Other funds holding FJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

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

Strategic Asset Management increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 3.4% in Q3 2022, buying an estimated $12.6K and bringing the position to 12,010 shares worth $367K. The position accounts for 0.64% of the portfolio, ranked #28.

Strategic Asset Management first reported a position in FJAN in Q3 2021 and has held it in 5 quarters since. The position peaked at $413K in Q1 2022. 50 funds tracked by Wall St. Rank hold FJAN as of Q3 2022.

  • Strategic Asset Management held 12,010 shares of FT Vest US Equity Buffer ETF January worth $367K as of Q3 2022.
  • Strategic Asset Management bought 390 FT Vest US Equity Buffer ETF January shares in Q3 2022, an estimated $12.6K.
  • FT Vest US Equity Buffer ETF January made up 0.64% of Strategic Asset Management's portfolio in Q3 2022, its #28 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Buffer ETF January in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's FT Vest US Equity Buffer ETF January position peaked at $413K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2022.

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