TWM
DJAN icon

TriaGen Wealth Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

TriaGen Wealth Management’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
2021
Q4 		– Sell
-8,722
Closed -$276K – 186
2021
Q3 		$276K Buy
+8,722
New +$277K 0.15% 153

Other funds holding DJAN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 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

TriaGen Wealth Management's DJAN Position: Q4 2021 in Review

TriaGen Wealth Management sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q4 2021, closing a stake of 8,722 shares — an estimated $276K sold.

TriaGen Wealth Management first reported a position in DJAN in Q3 2021 and held it in 1 quarter. The position peaked at $276K in Q3 2021. 28 funds tracked by Wall St. Rank hold DJAN as of Q4 2021.

  • TriaGen Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 8,722 FT Vest US Equity Deep Buffer ETF January shares in Q4 2021, an estimated $276K.
  • TriaGen Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's FT Vest US Equity Deep Buffer ETF January position peaked at $276K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.