CFCI
QCJA

Comprehensive Financial Consultants Institutional’s FT Vest Nasdaq-100 Conservative Buffer ETF - January QCJA Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio QCJA Stock Details QCJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$868K Buy
37,147
+2,693
+8% +$61.7K 0.23% 112
2026
Q1 		$742K Buy
34,454
+12,829
+59% +$282K 0.22% 114
2025
Q4 		$477K Hold
21,625
– – 0.14% 130
2025
Q3 		$464K Hold
21,625
– – 0.14% 129
2025
Q2 		$446K Buy
21,625
+786
+4% +$15.4K 0.15% 132
2025
Q1 		$400K Buy
+20,839
New +$411K 0.14% 130

Other funds holding QCJA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's QCJA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its FT Vest Nasdaq-100 Conservative Buffer ETF - January (QCJA) stake by 7.8% in Q2 2026, buying an estimated $61.7K and bringing the position to 37,147 shares worth $868K. The position accounts for 0.23% of the portfolio, ranked #112.

Comprehensive Financial Consultants Institutional first reported a position in QCJA in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold QCJA as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 37,147 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - January worth $868K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 2,693 FT Vest Nasdaq-100 Conservative Buffer ETF - January shares in Q2 2026, an estimated $61.7K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - January made up 0.23% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #112 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - January in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - January as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.