SMART Wealth LLC FJAN Holdings History

Number of Shares
139,387.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
2.22%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
15.86%

SMART Wealth LLC's FT Vest U.S. Equity Buffer ETF - January Holding Summary

As of 2025-03-31, SMART Wealth LLC held 139,387.00 shares of FT Vest U.S. Equity Buffer ETF - January(FJAN), totaling $6.18 Mil. This investment constitutes 2.22% of their stock portfolio, and SMART Wealth LLC now holds 0.64% of the outstanding FT Vest U.S. Equity Buffer ETF - January(FJAN) stock.

The initial trade took place in 2022Q4. And since then SMART Wealth LLC has made 1 purchases of FJAN, at an average price of $38.08, for a total of 322,396.00 shares. In addition, there have been 3 sales at an average price of $40.90 for 183,009.00 shares. Based on historical transaction data and FJAN's current price of $48.36, SMART Wealth LLC's estimated gain on his FJAN holdings is $1.95 Mil, reflecting a 15.86% gain to date.

SMART Wealth LLC FJAN ($48.36) Holding Chart

SMART Wealth LLC FJAN ($48.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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