Blue Bell Private Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.13M Buy
20,456
+382
+2% +$20.6K 0.14% 112
2026
Q1
$1.01M Buy
20,074
+10,285
+105% +$532K 0.15% 107
2025
Q4
$507K Sell
9,789
-671
-6% -$34.1K 0.07% 156
2025
Q3
$525K Sell
10,460
-100
-0.9% -$4.88K 0.08% 146
2025
Q2
$502K Hold
10,560
0.08% 136
2025
Q1
$468K Sell
10,560
-25
-0.2% -$1.14K 0.09% 136
2024
Q4
$486K Sell
10,585
-1,170
-10% -$53K 0.09% 128
2024
Q3
$526K Sell
11,755
-33
-0.3% -$1.45K 0.1% 124
2024
Q2
$512K Sell
11,788
-142
-1% -$6K 0.11% 114
2024
Q1
$501K Buy
11,930
+500
+4% +$20.4K 0.11% 111
2023
Q4
$455K Sell
11,430
-21
-0.2% -$793 0.11% 102
2023
Q3
$418K Hold
11,451
0.11% 97
2023
Q2
$426K Buy
11,451
+2,811
+33% +$100K 0.11% 95
2023
Q1
$301K Buy
8,640
+6,564
+316% +$224K 0.09% 100
2022
Q4
$68K Buy
+2,076
New +$66.9K 0.02% 195

Other funds holding FJAN

Blue Bell Private Wealth Management's FJAN Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 1.9% in Q2 2026, buying an estimated $20.6K and bringing the position to 20,456 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #112.

Blue Bell Private Wealth Management first reported a position in FJAN in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Blue Bell Private Wealth Management held 20,456 shares of FT Vest US Equity Buffer ETF January worth $1.13M as of Q2 2026.
  • Blue Bell Private Wealth Management bought 382 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $20.6K.
  • FT Vest US Equity Buffer ETF January made up 0.14% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q4 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.