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WealthPLAN Partners’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

WealthPLAN Partners’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
-5,163
Closed -$224K – 270
2024
Q2 		$224K Sell
5,163
-81,080
-94% -$3.43M 0.02% 283
2024
Q1 		$3.62M Buy
+86,243
New +$3.53M 0.37% 84

Other funds holding FJAN

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Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's FJAN Position: Q3 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q3 2024, closing a stake of 5,163 shares — an estimated $224K sold.

WealthPLAN Partners first reported a position in FJAN in Q1 2024 and held it in 2 quarters. The position peaked at $3.62M in Q1 2024. 118 funds tracked by Wall St. Rank hold FJAN as of Q3 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF January position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 5,163 FT Vest US Equity Buffer ETF January shares in Q3 2024, an estimated $224K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and held it in 2 quarters.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF January position peaked at $3.62M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.