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 Q2	$849K	Sell	15,405 -1,118	-7%	-$60.3K	0.03%	128
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 $424B AUM 22.96% 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

Gallagher Fiduciary Advisors's FJAN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 6.8% in Q2 2026, selling an estimated $60.3K and leaving 15,405 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #128.

Gallagher Fiduciary Advisors first reported a position in FJAN in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.49M in Q4 2024. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Gallagher Fiduciary Advisors held 15,405 shares of FT Vest US Equity Buffer ETF January worth $849K as of Q2 2026.
Gallagher Fiduciary Advisors sold 1,118 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $60.3K.
FT Vest US Equity Buffer ETF January made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #128 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's FT Vest US Equity Buffer ETF January position peaked at $5.49M in Q4 2024.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

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