Wetzel Investment Advisors’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
7,309
-1,189
| -14% | -$48K | 0.13% | 97 |
|
|
2025
Q1 | $323K | Sell |
8,498
-143
| -2% | -$5.43K | 0.16% | 89 |
|
|
2024
Q4 | $338K | Sell |
8,641
-184
| -2% | -$7.19K | 0.17% | 84 |
|
|
2024
Q3 | $337K | Sell |
8,825
-36
| -0.4% | -$1.37K | 0.17% | 88 |
|
|
2024
Q2 | $319K | Hold |
8,861
| – | – | 0.18% | 84 |
|
|
2024
Q1 | $313K | Sell |
8,861
-17
| -0.2% | -$601 | 0.18% | 85 |
|
|
2023
Q4 | $307K | Buy |
+8,878
| New | +$307K | 0.19% | 83 |
|