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Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Summit Financial Wealth Advisors’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
2023
Q2 		– Sell
-10,945
Closed -$382K – 129
2023
Q1 		$382K Buy
+10,945
New +$373K 0.09% 91

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Summit Financial Wealth Advisors's FJAN Position: Q2 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2023, closing a stake of 10,945 shares — an estimated $382K sold.

Summit Financial Wealth Advisors first reported a position in FJAN in Q1 2023 and held it in 1 quarter. The position peaked at $382K in Q1 2023. 78 funds tracked by Wall St. Rank hold FJAN as of Q2 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 10,945 FT Vest US Equity Buffer ETF January shares in Q2 2023, an estimated $382K.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF January position peaked at $382K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.