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Crown Wealth Group’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

Crown Wealth Group’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,806
Closed -$533K – 124
2024
Q4 		$533K Sell
15,806
-55
-0.3% -$1.84K 0.22% 57
2024
Q3 		$526K Hold
15,861
– – 0.23% 59
2024
Q2 		$515K Sell
15,861
-381
-2% -$12.2K 0.26% 50
2024
Q1 		$516K Buy
+16,242
New +$509K 0.27% 45

Other funds holding XJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crown Wealth Group's XJAN Position: Q1 2025 in Review

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q1 2025, closing a stake of 15,806 shares — an estimated $533K sold.

Crown Wealth Group first reported a position in XJAN in Q1 2024 and held it in 4 quarters. The position peaked at $533K in Q4 2024. 32 funds tracked by Wall St. Rank hold XJAN as of Q1 2025.

  • Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Crown Wealth Group sold 15,806 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q1 2025, an estimated $533K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q1 2024 and held it in 4 quarters.
  • Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $533K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.