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UMB Bank’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

UMB Bank’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
Q4 		– Sell
-3,400
Closed -$152K – 2103
2024
Q3 		$152K Buy
+3,400
New +$149K ﹤0.01% 625

Other funds holding FJAN

BCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

UMB Bank's FJAN Position: Q4 2024 in Review

UMB Bank sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q4 2024, closing a stake of 3,400 shares — an estimated $152K sold.

UMB Bank first reported a position in FJAN in Q3 2024 and held it in 1 quarter. The position peaked at $152K in Q3 2024. 121 funds tracked by Wall St. Rank hold FJAN as of Q4 2024.

  • UMB Bank reported no remaining FT Vest US Equity Buffer ETF January position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 3,400 FT Vest US Equity Buffer ETF January shares in Q4 2024, an estimated $152K.
  • UMB Bank first reported a position in FT Vest US Equity Buffer ETF January in Q3 2024 and held it in 1 quarter.
  • UMB Bank's FT Vest US Equity Buffer ETF January position peaked at $152K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.