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VisionPoint Advisory Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

VisionPoint Advisory Group’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
-330
Closed -$14.3K – 427
2024
Q2 		$14.3K Hold
330
– – 0.01% 451
2024
Q1 		$13.9K Hold
330
– – 0.01% 427
2023
Q4 		$13.1K Buy
+330
New +$12.5K ﹤0.01% 393
2023
Q3 		– Sell
-330
Closed -$12.3K – 731
2023
Q2 		$12.3K Buy
+330
New +$11.8K 0.01% 375

Other funds holding FJAN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VisionPoint Advisory Group's FJAN Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 330 shares — an estimated $14.3K sold.

VisionPoint Advisory Group first reported a position in FJAN in Q2 2023 and held it in 4 quarters. The position peaked at $14.3K in Q2 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 330 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $14.3K.
  • VisionPoint Advisory Group first reported a position in FT Vest US Equity Buffer ETF January in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's FT Vest US Equity Buffer ETF January position peaked at $14.3K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.