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Triad Wealth Partners’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-99
Closed -$3.68K – 259
2024
Q2 		$3.68K Buy
+99
New +$3.59K ﹤0.01% 637

Other funds holding DJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Triad Wealth Partners's DJAN Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2024, closing a stake of 99 shares — an estimated $3.68K sold.

Triad Wealth Partners first reported a position in DJAN in Q2 2024 and held it in 1 quarter. The position peaked at $3.68K in Q2 2024. 81 funds tracked by Wall St. Rank hold DJAN as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 99 FT Vest US Equity Deep Buffer ETF January shares in Q3 2024, an estimated $3.68K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Deep Buffer ETF January position peaked at $3.68K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.