BFC Planning, Inc.’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

BFC Planning, Inc.’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	$148K	Hold	2,678	–	–	0.01%	1062
2026 Q1	$135K	Buy	2,678 +1,417	+112%	+$73.3K	0.01%	1015
2025 Q4	$65.3K	Hold	1,261	–	–	﹤0.01%	1256
2025 Q3	$63.2K	Hold	1,261	–	–	﹤0.01%	1100
2025 Q2	$60K	Hold	1,261	–	–	﹤0.01%	1051
2025 Q1	$55.9K	Hold	1,261	–	–	﹤0.01%	1064
2024 Q4	$57.9K	Buy	+1,261	New	+$57.2K	﹤0.01%	1043

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 $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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 $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s FJAN Position: Q2 2026 in Review

BFC Planning, Inc. held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 2,678 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1062.

BFC Planning, Inc. first reported a position in FJAN in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

BFC Planning, Inc. held 2,678 shares of FT Vest US Equity Buffer ETF January worth $148K as of Q2 2026.
BFC Planning, Inc. left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1062 holding.
BFC Planning, Inc. first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.