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

Foundations 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	$949K	Sell	17,222 -1,357	-7%	-$73.2K	0.01%	587
2026 Q1	$937K	Buy	18,579 +13,072	+237%	+$676K	0.01%	540
2025 Q4	$285K	Sell	5,507 -5,446	-50%	-$276K	﹤0.01%	913
2025 Q3	$549K	Sell	10,953 -28	-0.3%	-$1.37K	0.01%	629
2025 Q2	$522K	Buy	+10,981	New	+$494K	0.01%	565

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 7.3% in Q2 2026, selling an estimated $73.2K and leaving 17,222 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #587.

Foundations Investment Advisors first reported a position in FJAN in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Foundations Investment Advisors held 17,222 shares of FT Vest US Equity Buffer ETF January worth $949K as of Q2 2026.
Foundations Investment Advisors sold 1,357 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $73.2K.
FT Vest US Equity Buffer ETF January made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #587 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q2 2025 and has held it in 5 quarters since.
160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.