CAL
FJAN icon

Capital Analysts LLC’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Capital Analysts LLC’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
Q1 		$126K Hold
2,496
– – ﹤0.01% 743
2025
Q4 		$130K Sell
2,496
-323
-11% -$16.4K ﹤0.01% 707
2025
Q3 		$141K Buy
2,819
+976
+53% +$47.7K ﹤0.01% 657
2025
Q2 		$88K Buy
1,843
+323
+21% +$14.5K ﹤0.01% 701
2025
Q1 		$67K Sell
1,520
-323
-18% -$14.8K ﹤0.01% 730
2024
Q4 		$85K Hold
1,843
– – ﹤0.01% 646
2024
Q3 		$82K Hold
1,843
– – ﹤0.01% 621
2024
Q2 		$80K Hold
1,843
– – ﹤0.01% 620
2024
Q1 		$77K Buy
+1,843
New +$75.4K ﹤0.01% 589

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Analysts LLC's FJAN Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 2,496 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Capital Analysts LLC first reported a position in FJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $141K in Q3 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

  • Capital Analysts LLC held 2,496 shares of FT Vest US Equity Buffer ETF January worth $126K as of Q1 2026.
  • Capital Analysts LLC left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF January made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #743 holding.
  • Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
  • Capital Analysts LLC's FT Vest US Equity Buffer ETF January position peaked at $141K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.