TrustCore Financial Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

TrustCore Financial Services’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
2022 Q4	$26.8K	Hold	820	–	–	﹤0.01%	559
2022 Q3	$25K	Hold	820	–	–	﹤0.01%	574
2022 Q2	$26K	Hold	820	–	–	﹤0.01%	580
2022 Q1	$29K	Buy	+820	New	+$28.1K	﹤0.01%	574
2021 Q4	–	Sell	-820	Closed	-$27K	–	978
2021 Q3	$27K	Hold	820	–	–	﹤0.01%	586
2021 Q2	$27K	Hold	820	–	–	﹤0.01%	570
2021 Q1	$26K	Buy	+820	New	+$25.1K	﹤0.01%	544

Other funds holding FJAN

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

TrustCore Financial Services's FJAN Position: Q4 2022 in Review

TrustCore Financial Services held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q4 2022 at 820 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

TrustCore Financial Services first reported a position in FJAN in Q1 2021 and has held it in 7 quarters since. The position peaked at $29K in Q1 2022. 56 funds tracked by Wall St. Rank hold FJAN as of Q4 2022.

TrustCore Financial Services held 820 shares of FT Vest US Equity Buffer ETF January worth $26.8K as of Q4 2022.
TrustCore Financial Services left its FT Vest US Equity Buffer ETF January share count unchanged in Q4 2022.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #559 holding.
TrustCore Financial Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and has held it in 7 quarters since.
TrustCore Financial Services's FT Vest US Equity Buffer ETF January position peaked at $29K in Q1 2022.
56 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.