Larson Financial Group’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Larson Financial Group’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	$11.4K	Sell	226 -576	-72%	-$29.8K	﹤0.01%	2161
2025 Q4	$41.5K	Hold	802	–	–	﹤0.01%	1329
2025 Q3	$40.2K	Sell	802 -370	-32%	-$18.1K	﹤0.01%	1250
2025 Q2	$55.7K	Hold	1,172	–	–	﹤0.01%	1033
2025 Q1	$52K	Hold	1,172	–	–	﹤0.01%	1013
2024 Q4	$53.8K	Hold	1,172	–	–	﹤0.01%	880
2024 Q3	$52.4K	Sell	1,172 -402	-26%	-$17.6K	﹤0.01%	896
2024 Q2	$68.3K	Sell	1,574 -609	-28%	-$25.7K	﹤0.01%	736
2024 Q1	$91.6K	Sell	2,183 -293	-12%	-$12K	0.01%	560
2023 Q4	$98.6K	Hold	2,476	–	–	0.01%	487
2023 Q3	$90.4K	Hold	2,476	–	–	0.01%	470
2023 Q2	$92.1K	Hold	2,476	–	–	0.01%	441
2023 Q1	$86.4K	Buy	2,476 +2,183	+745%	+$74.4K	0.01%	451
2022 Q4	$9.59K	Hold	293	–	–	﹤0.01%	870
2022 Q3	$9K	Sell	293 -5,009	-94%	-$162K	﹤0.01%	812
2022 Q2	$166K	Sell	5,302 -137,362	-96%	-$4.51M	0.03%	207
2022 Q1	$4.98M	Buy	+142,664	New	+$4.88M	0.8%	28

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

Larson Financial Group's FJAN Position: Q1 2026 in Review

Larson Financial Group reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 72% in Q1 2026, selling an estimated $29.8K and leaving 226 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Larson Financial Group first reported a position in FJAN in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.98M in Q1 2022. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Larson Financial Group held 226 shares of FT Vest US Equity Buffer ETF January worth $11.4K as of Q1 2026.
Larson Financial Group sold 576 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $29.8K.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2161 holding.
Larson Financial Group first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and has held it in 17 quarters since.
Larson Financial Group's FT Vest US Equity Buffer ETF January position peaked at $4.98M in Q1 2022.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.