Financial Services Advisory’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Financial Services Advisory’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	$8.23M	Buy	+149,325	New	+$8.06M	2.06%	15

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Financial Services Advisory's FJAN Position: Q2 2026 in Review

Financial Services Advisory opened a new position in FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026: 149,325 shares worth $8.23M. The stake represents 2.06% of the portfolio and ranks #15 among its holdings.

74 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Financial Services Advisory held 149,325 shares of FT Vest US Equity Buffer ETF January worth $8.23M as of Q2 2026.
FT Vest US Equity Buffer ETF January was a new Financial Services Advisory position in Q2 2026.
FT Vest US Equity Buffer ETF January made up 2.06% of Financial Services Advisory's portfolio in Q2 2026, its #15 holding.
74 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.