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Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Concurrent Investment Advisors’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
Q2 		$837K Buy
15,195
+15
+0.1% +$809 0.01% 1106
2026
Q1 		$765K Buy
15,180
+8,827
+139% +$456K 0.01% 1001
2025
Q4 		$329K Buy
6,353
+1,347
+27% +$68.4K ﹤0.01% 1336
2025
Q3 		$251K Buy
+5,006
New +$244K ﹤0.01% 1236

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's FJAN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 0.1% in Q2 2026, buying an estimated $809 and bringing the position to 15,195 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #1106.

Concurrent Investment Advisors first reported a position in FJAN in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Concurrent Investment Advisors held 15,195 shares of FT Vest US Equity Buffer ETF January worth $837K as of Q2 2026.
  • Concurrent Investment Advisors bought 15 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $809.
  • FT Vest US Equity Buffer ETF January made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1106 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.