Gries Financial’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

Gries Financial’s Portfolio GJAN Stock Details GJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Sell	32,134 -75,876	-70%	-$3.1M	0.21%	110
2025 Q2	$4.32M	Sell	108,010 -8,078	-7%	-$308K	0.79%	20
2025 Q1	$4.37M	Sell	116,088 -5,770	-5%	-$223K	0.85%	19
2024 Q4	$4.71M	Sell	121,858 -38,176	-24%	-$1.46M	0.84%	21
2024 Q3	$6.06M	Buy	160,034 +13,947	+10%	+$519K	1.13%	14
2024 Q2	$5.39M	Buy	146,087 +25,415	+21%	+$917K	1.11%	13
2024 Q1	$4.33M	Buy	+120,672	New	+$4.24M	0.72%	26

Other funds holding GJAN

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Gries Financial's GJAN Position: Q3 2025 in Review

Gries Financial reduced its FT Vest US Equity Moderate Buffer ETF January (GJAN) stake by 70% in Q3 2025, selling an estimated $3.1M and leaving 32,134 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #110.

Gries Financial first reported a position in GJAN in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.06M in Q3 2024. 103 funds tracked by Wall St. Rank hold GJAN as of Q3 2025.

Gries Financial held 32,134 shares of FT Vest US Equity Moderate Buffer ETF January worth $1.34M as of Q3 2025.
Gries Financial sold 75,876 FT Vest US Equity Moderate Buffer ETF January shares in Q3 2025, an estimated $3.1M.
FT Vest US Equity Moderate Buffer ETF January made up 0.21% of Gries Financial's portfolio in Q3 2025, its #110 holding.
Gries Financial first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2024 and has held it in 7 quarters since.
Gries Financial's FT Vest US Equity Moderate Buffer ETF January position peaked at $6.06M in Q3 2024.
103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.