Integrated Wealth Concepts’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Integrated Wealth Concepts’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	$239K	Hold	4,743	–	–	﹤0.01%	1987
2025 Q4	$245K	Hold	4,743	–	–	﹤0.01%	1417
2025 Q3	$238K	Hold	4,743	–	–	﹤0.01%	1757
2025 Q2	$226K	Sell	4,743 -742	-14%	-$33.4K	﹤0.01%	1702
2025 Q1	$243K	Buy	+5,485	New	+$251K	﹤0.01%	1523
2021 Q3	–	Sell	-46,016	Closed	-$1.51M	–	959
2021 Q2	$1.51M	Buy	+46,016	New	+$1.48M	0.05%	268

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

Integrated Wealth Concepts's FJAN Position: Q1 2026 in Review

Integrated Wealth Concepts held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 4,743 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Integrated Wealth Concepts first reported a position in FJAN in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2021. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Integrated Wealth Concepts held 4,743 shares of FT Vest US Equity Buffer ETF January worth $239K as of Q1 2026.
Integrated Wealth Concepts left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1987 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Buffer ETF January in Q2 2021 and has held it in 6 quarters since.
Integrated Wealth Concepts's FT Vest US Equity Buffer ETF January position peaked at $1.51M in Q2 2021.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.