Tradition Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-320	Closed	-$12K	–	662
2023 Q4	$12K	Hold	320	–	–	﹤0.01%	957
2023 Q3	$12K	Hold	320	–	–	﹤0.01%	971
2023 Q2	$12K	Hold	320	–	–	﹤0.01%	1002
2023 Q1	$11K	Buy	+320	New	+$10.9K	﹤0.01%	979

Other funds holding FJAN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Tradition Wealth Management's FJAN Position: Q1 2024 in Review

Tradition Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2024, closing a stake of 320 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in FJAN in Q1 2023 and held it in 4 quarters. The position peaked at $12K in Q4 2023. 121 funds tracked by Wall St. Rank hold FJAN as of Q1 2024.

Tradition Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 320 FT Vest US Equity Buffer ETF January shares in Q1 2024, an estimated $12K.
Tradition Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $12K in Q4 2023.
121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.