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

Triad Wealth Partners’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
Q3 		– Sell
-260
Closed -$11.3K – 345
2024
Q2 		$11.3K Buy
+260
New +$11K 0.01% 440

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

Triad Wealth Partners sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 260 shares — an estimated $11.3K sold.

Triad Wealth Partners first reported a position in FJAN in Q2 2024 and held it in 1 quarter. The position peaked at $11.3K in Q2 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 260 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $11.3K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer ETF January in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Buffer ETF January position peaked at $11.3K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

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