Gallagher Fiduciary Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Gallagher Fiduciary 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 Q1	$833K	Buy	+16,523	New	+$854K	0.03%	95
2025 Q4	–	Sell	-12,126	Closed	-$608K	–	328
2025 Q3	$608K	Sell	12,126 -323	-3%	-$15.8K	0.02%	127
2025 Q2	$592K	Buy	12,449 +4,405	+55%	+$198K	0.02%	151
2025 Q1	$357K	Sell	8,044 -111,531	-93%	-$5.1M	0.01%	202
2024 Q4	$5.49M	Buy	119,575 +5,675	+5%	+$257K	1.07%	23
2024 Q3	$5.09M	Buy	113,900 +3,799	+3%	+$167K	1.03%	23
2024 Q2	$4.78M	Sell	110,101 -637	-0.6%	-$26.9K	1.07%	20
2024 Q1	$4.65M	Buy	110,738 +10,521	+10%	+$430K	0.16%	28
2023 Q4	$3.99M	Buy	100,217 +2,883	+3%	+$109K	0.14%	30
2023 Q3	$3.55M	Buy	97,334 +2,469	+3%	+$92.1K	0.31%	26
2023 Q2	$3.53M	Buy	94,865 +4,530	+5%	+$161K	0.27%	28
2023 Q1	$3.15M	Buy	+90,335	New	+$3.08M	0.26%	30

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gallagher Fiduciary Advisors's FJAN Position: Q1 2026 in Review

Gallagher Fiduciary Advisors opened a new position in FT Vest US Equity Buffer ETF January (FJAN) in Q1 2026: 16,523 shares worth $833K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Gallagher Fiduciary Advisors previously reported a position in FJAN as recently as Q3 2025.

Gallagher Fiduciary Advisors first reported a position in FJAN in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.49M in Q4 2024. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Gallagher Fiduciary Advisors held 16,523 shares of FT Vest US Equity Buffer ETF January worth $833K as of Q1 2026.
FT Vest US Equity Buffer ETF January was a new Gallagher Fiduciary Advisors position in Q1 2026.
FT Vest US Equity Buffer ETF January made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #95 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and has held it in 12 quarters since.
Gallagher Fiduciary Advisors's FT Vest US Equity Buffer ETF January position peaked at $5.49M in Q4 2024.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.