Avidian Wealth Enterprises’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Avidian Wealth Enterprises’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$317K	Buy	7,564 +1,166	+18%	+$49.8K	0.01%	538
2025 Q4	$274K	Hold	6,398	–	–	0.01%	491
2025 Q3	$267K	Hold	6,398	–	–	0.01%	492
2025 Q2	$256K	Hold	6,398	–	–	0.01%	467
2025 Q1	$241K	Hold	6,398	–	–	0.01%	465
2024 Q4	$247K	Hold	6,398	–	–	0.01%	439
2024 Q3	$242K	Hold	6,398	–	–	0.01%	442
2024 Q2	$236K	Hold	6,398	–	–	0.01%	446
2024 Q1	$230K	Buy	6,398 +578	+10%	+$20.3K	0.01%	396
2023 Q4	$201K	Buy	+5,820	New	+$193K	0.01%	403

Other funds holding GJAN

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return