FWM
FJAN icon

Foguth Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Foguth Wealth Management’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 		$5.35M Sell
96,939
-28,869
-23% -$1.49M 0.62% 41
2025
Q4 		$6.51M Buy
+125,808
New +$6.38M 1.01% 30
2025
Q2 		$14M Buy
293,767
+102,395
+54% +$4.61M 2.99% 9
2025
Q1 		$8.49M Buy
191,372
+17,817
+10% +$815K 2.06% 14
2024
Q4 		$8.09M Buy
173,555
+55,598
+47% +$2.52M 2.12% 13
2024
Q3 		$5.27M Buy
117,957
+1,672
+1% +$73.3K 1.91% 17
2024
Q2 		$5.05M Buy
116,285
+13,162
+13% +$556K 2.23% 15
2024
Q1 		$4.33M Buy
+103,123
New +$4.22M 2.32% 12

Other funds holding FJAN

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Cetera Investment Advisers
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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