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Lion Street Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Lion Street 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
2025
Q1 		– Sell
-4,469
Closed -$205K – 274
2024
Q4 		$205K Buy
+4,469
New +$203K 0.07% 256

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Lion Street Advisors's FJAN Position: Q1 2025 in Review

Lion Street Advisors sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2025, closing a stake of 4,469 shares — an estimated $205K sold.

Lion Street Advisors first reported a position in FJAN in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 148 funds tracked by Wall St. Rank hold FJAN as of Q1 2025.

  • Lion Street Advisors reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
  • Lion Street Advisors sold 4,469 FT Vest US Equity Buffer ETF January shares in Q1 2025, an estimated $205K.
  • Lion Street Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q4 2024 and held it in 1 quarter.
  • Lion Street Advisors's FT Vest US Equity Buffer ETF January position peaked at $205K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2025.

Based on Lion Street Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.