Journey Strategic Wealth’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Journey Strategic Wealth’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	$256K	Hold	5,072	–	–	0.01%	632
2025 Q4	$262K	Sell	5,072 -24	-0.5%	-$1.22K	0.01%	564
2025 Q3	$256K	Sell	5,096 -219	-4%	-$10.7K	0.01%	551
2025 Q2	$253K	Sell	5,315 -6	-0.1%	-$270	0.01%	504
2025 Q1	$236K	Hold	5,321	–	–	0.01%	416
2024 Q4	$244K	Hold	5,321	–	–	0.01%	400
2024 Q3	$238K	Sell	5,321 -99	-2%	-$4.34K	0.01%	410
2024 Q2	$235K	Buy	+5,420	New	+$229K	0.01%	317

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

Journey Strategic Wealth's FJAN Position: Q1 2026 in Review

Journey Strategic Wealth held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 5,072 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #632.

Journey Strategic Wealth first reported a position in FJAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $262K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Journey Strategic Wealth held 5,072 shares of FT Vest US Equity Buffer ETF January worth $256K as of Q1 2026.
Journey Strategic Wealth 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 Journey Strategic Wealth's portfolio in Q1 2026, its #632 holding.
Journey Strategic Wealth first reported a position in FT Vest US Equity Buffer ETF January in Q2 2024 and has held it in 8 quarters since.
Journey Strategic Wealth's FT Vest US Equity Buffer ETF January position peaked at $262K in Q4 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.