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Fragasso Financial Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Fragasso Financial 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 		$1.36M Sell
24,638
-1,495
-6% -$80.7K 0.07% 119
2026
Q1 		$1.33M Buy
26,133
+336
+1% +$17.4K 0.08% 112
2025
Q4 		$1.33M Sell
25,797
-247
-0.9% -$12.5K 0.08% 110
2025
Q3 		$1.31M Sell
26,044
-44
-0.2% -$2.15K 0.08% 113
2025
Q2 		$1.24M Buy
26,088
+93
+0.4% +$4.18K 0.08% 112
2025
Q1 		$1.15M Buy
25,995
+1,877
+8% +$85.9K 0.09% 115
2024
Q4 		$1.11M Hold
24,118
– – 0.08% 111
2024
Q3 		$1.08M Sell
24,118
-800
-3% -$35.1K 0.08% 114
2024
Q2 		$1.08M Hold
24,918
– – 0.09% 109
2024
Q1 		$1.05M Sell
24,918
-1,781
-7% -$72.8K 0.09% 110
2023
Q4 		$1.06M Hold
26,699
– – 0.1% 111
2023
Q3 		$975K Hold
26,699
– – 0.1% 103
2023
Q2 		$993K Hold
26,699
– – 0.11% 106
2023
Q1 		$931K Buy
26,699
+16,820
+170% +$573K 0.11% 99
2022
Q4 		$323K Hold
9,879
– – 0.04% 165
2022
Q3 		$302K Hold
9,879
– – 0.04% 139
2022
Q2 		$309K Buy
9,879
+1,627
+20% +$53.4K 0.04% 143
2022
Q1 		$288K Buy
+8,252
New +$283K 0.03% 152

Other funds holding FJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fragasso Financial Advisors's FJAN Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 5.7% in Q2 2026, selling an estimated $80.7K and leaving 24,638 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #119.

Fragasso Financial Advisors first reported a position in FJAN in Q1 2022 and has held it in 18 quarters since. 50 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • Fragasso Financial Advisors held 24,638 shares of FT Vest US Equity Buffer ETF January worth $1.36M as of Q2 2026.
  • Fragasso Financial Advisors sold 1,495 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $80.7K.
  • FT Vest US Equity Buffer ETF January made up 0.07% of Fragasso Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Fragasso Financial Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and has held it in 18 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.