BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in FJAN — FT Vest U.S. Equity Buffer ETF - January
CIK 1352860
BLUE BELL, PA
All Filings in FJAN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FJAN | $1,011,930 | 20,074 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 FJAN | $506,580 | 9,789 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FJAN | $524,621 | 10,460 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 FJAN | $502,128 | 10,560 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 FJAN | $468,336 | 10,560 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 FJAN | $485,851 | 10,585 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 FJAN | $525,683 | 11,755 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 FJAN | $511,658 | 11,788 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 FJAN | $500,821 | 11,930 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 FJAN | $455,256 | 11,430 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 FJAN | $417,961 | 11,451 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 FJAN | $425,862 | 11,451 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 FJAN | $301,320 | 8,640 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 FJAN | $67,968 | 2,076 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||