Turtle Creek Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-810
Closed -$34K 201
2024
Q1
$34K Hold
810
0.01% 170
2023
Q4
$32.3K Buy
+810
New +$30.6K 0.01% 335

Other funds holding FJAN

Turtle Creek Wealth Advisors's FJAN Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2024, closing a stake of 810 shares — an estimated $34K sold.

Turtle Creek Wealth Advisors first reported a position in FJAN in Q4 2023 and held it in 2 quarters. The position peaked at $34K in Q1 2024. 123 funds tracked by Wall St. Rank hold FJAN as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 810 FT Vest US Equity Buffer ETF January shares in Q2 2024, an estimated $34K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Buffer ETF January position peaked at $34K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.