Catalina Capital Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Catalina Capital Group’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	$236K	Hold	4,688	–	–	0.14%	130
2025 Q4	$243K	Hold	4,688	–	–	0.15%	121
2025 Q3	$235K	Hold	4,688	–	–	0.14%	124
2025 Q2	$223K	Hold	4,688	–	–	0.15%	122
2025 Q1	$208K	Hold	4,688	–	–	0.14%	153
2024 Q4	$215K	Hold	4,688	–	–	0.07%	288
2024 Q3	$210K	Hold	4,688	–	–	0.07%	289
2024 Q2	$203K	Buy	+4,688	New	+$198K	0.08%	266

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Catalina Capital Group's FJAN Position: Q1 2026 in Review

Catalina Capital Group held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 4,688 shares worth $236K. The position accounts for 0.14% of the portfolio, ranked #130.

Catalina Capital Group first reported a position in FJAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $243K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Catalina Capital Group held 4,688 shares of FT Vest US Equity Buffer ETF January worth $236K as of Q1 2026.
Catalina Capital Group left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF January made up 0.14% of Catalina Capital Group's portfolio in Q1 2026, its #130 holding.
Catalina Capital Group first reported a position in FT Vest US Equity Buffer ETF January in Q2 2024 and has held it in 8 quarters since.
Catalina Capital Group's FT Vest US Equity Buffer ETF January position peaked at $243K in Q4 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.