Wealthcare Advisory Partners’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History

Wealthcare Advisory Partners’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
2023 Q3	–	Sell	-49,487	Closed	-$1.62M	–	706
2023 Q2	$1.62M	Buy	49,487 +4,993	+11%	+$158K	0.07%	209
2023 Q1	$1.39M	Buy	44,494 +312	+0.7%	+$9.55K	0.06%	237
2022 Q4	$1.34M	Buy	44,182 +2,590	+6%	+$78.7K	0.06%	227
2022 Q3	$1.24M	Buy	+41,592	New	+$1.28M	0.07%	205

Other funds holding DJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

AWM

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Wealthcare Advisory Partners's DJAN Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of FT Vest US Equity Deep Buffer ETF January (DJAN) in Q3 2023, closing a stake of 49,487 shares — an estimated $1.62M sold.

Wealthcare Advisory Partners first reported a position in DJAN in Q3 2022 and held it in 4 quarters. The position peaked at $1.62M in Q2 2023. 61 funds tracked by Wall St. Rank hold DJAN as of Q3 2023.

Wealthcare Advisory Partners reported no remaining FT Vest US Equity Deep Buffer ETF January position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 49,487 FT Vest US Equity Deep Buffer ETF January shares in Q3 2023, an estimated $1.62M.
Wealthcare Advisory Partners first reported a position in FT Vest US Equity Deep Buffer ETF January in Q3 2022 and held it in 4 quarters.
Wealthcare Advisory Partners's FT Vest US Equity Deep Buffer ETF January position peaked at $1.62M in Q2 2023.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF January as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.