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AE Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

AE Wealth Management’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
2026
Q2 		$1.54M Buy
27,887
+490
+2% +$26.4K 0.01% 748
2026
Q1 		$1.38M Buy
27,397
+1,163
+4% +$60.1K 0.01% 754
2025
Q4 		$1.36M Buy
26,234
+2,239
+9% +$114K 0.01% 717
2025
Q3 		$1.2M Sell
23,995
-161
-0.7% -$7.86K 0.01% 708
2025
Q2 		$1.15M Sell
24,156
-12,863
-35% -$579K 0.01% 691
2025
Q1 		$1.64M Buy
37,019
+1,840
+5% +$84.2K 0.01% 578
2024
Q4 		$1.61M Buy
35,179
+4,633
+15% +$210K 0.01% 594
2024
Q3 		$1.37M Sell
30,546
-670
-2% -$29.4K 0.01% 635
2024
Q2 		$1.35M Sell
31,216
-1,785
-5% -$75.5K 0.01% 631
2024
Q1 		$1.39M Sell
33,001
-203,464
-86% -$8.32M 0.02% 588
2023
Q4 		$9.56M Buy
236,465
+138,329
+141% +$5.22M 0.05% 408
2023
Q3 		$3.58M Sell
98,136
-10,891
-10% -$406K 0.02% 645
2023
Q2 		$4.05M Sell
109,027
-54,181
-33% -$1.93M 0.02% 605
2023
Q1 		$5.69M Buy
163,208
+24,643
+18% +$840K 0.04% 479
2022
Q4 		$4.54M Buy
138,565
+48,538
+54% +$1.57M 0.03% 498
2022
Q3 		$2.75M Buy
90,027
+58,390
+185% +$1.89M 0.02% 603
2022
Q2 		$989K Buy
31,637
+7,630
+32% +$250K 0.01% 893
2022
Q1 		$838K Buy
24,007
+13,911
+138% +$476K 0.01% 977
2021
Q4 		$344K Buy
+10,096
New +$341K ﹤0.01% 1396

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AE Wealth Management's FJAN Position: Q2 2026 in Review

AE Wealth Management increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 1.8% in Q2 2026, buying an estimated $26.4K and bringing the position to 27,887 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #748.

AE Wealth Management first reported a position in FJAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.56M in Q4 2023. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • AE Wealth Management held 27,887 shares of FT Vest US Equity Buffer ETF January worth $1.54M as of Q2 2026.
  • AE Wealth Management bought 490 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $26.4K.
  • FT Vest US Equity Buffer ETF January made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #748 holding.
  • AE Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
  • AE Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $9.56M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.