CFD
FJAN icon

Creative Financial Designs’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Creative Financial Designs’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 		$547K Sell
10,856
-419
-4% -$21.7K 0.03% 321
2025
Q4 		$583K Sell
11,275
-133
-1% -$6.75K 0.04% 310
2025
Q3 		$572K Buy
11,408
+146
+1% +$7.13K 0.04% 306
2025
Q2 		$536K Buy
11,262
+190
+2% +$8.55K 0.04% 316
2025
Q1 		$491K Buy
11,072
+720
+7% +$32.9K 0.04% 293
2024
Q4 		$475K Sell
10,352
-308
-3% -$14K 0.04% 291
2024
Q3 		$477K Sell
10,660
-753
-7% -$33K 0.04% 295
2024
Q2 		$495K Buy
11,413
+717
+7% +$30.3K 0.04% 275
2024
Q1 		$449K Buy
+10,696
New +$437K 0.04% 279

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