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Allworth Financial’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-228
Closed -$10.6K – 4100
2024
Q4 		$10.6K Buy
+228
New +$10.3K ﹤0.01% 2414

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Allworth Financial's FJAN Position: Q1 2025 in Review

Allworth Financial sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2025, closing a stake of 228 shares — an estimated $10.6K sold.

Allworth Financial first reported a position in FJAN in Q4 2024 and held it in 1 quarter. The position peaked at $10.6K in Q4 2024. 148 funds tracked by Wall St. Rank hold FJAN as of Q1 2025.

  • Allworth Financial reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 228 FT Vest US Equity Buffer ETF January shares in Q1 2025, an estimated $10.6K.
  • Allworth Financial first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Allworth Financial's FT Vest US Equity Buffer ETF January position peaked at $10.6K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.