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LPL Financial’s
FT Vest US Equity Moderate Buffer ETF January
GJAN
Stock Holding History
LPL Financial’s Portfolio
GJAN Stock Details
GJAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$7.93M
Buy
189,145
+96,349
+104%
+$4.12M
﹤0.01%
2198
2025
Q4
$3.97M
Sell
92,796
-8,575
-8%
-$361K
﹤0.01%
2746
2025
Q3
$4.22M
Sell
101,371
-1,771
-2%
-$72.3K
﹤0.01%
2621
2025
Q2
$4.12M
Buy
103,142
+16,318
+19%
+$623K
﹤0.01%
2472
2025
Q1
$3.27M
Buy
86,824
+17,482
+25%
+$675K
﹤0.01%
2494
2024
Q4
$2.68M
Sell
69,342
-107,037
-61%
-$4.1M
﹤0.01%
2597
2024
Q3
$6.68M
Buy
176,379
+129,487
+276%
+$4.82M
﹤0.01%
1762
2024
Q2
$1.73M
Buy
46,892
+2,509
+6%
+$90.6K
﹤0.01%
2739
2024
Q1
$1.59M
Buy
44,383
+25,952
+141%
+$912K
﹤0.01%
2746
2023
Q4
$636K
Buy
18,431
+10,493
+132%
+$348K
﹤0.01%
3466
2023
Q3
$256K
Buy
+7,938
New
+$259K
﹤0.01%
4055
Other funds holding GJAN
CFS
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Vienna, West Virginia
$744M AUM
23.6%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
RFG
REAP Financial Group
Austin, Texas
$507M AUM
18.73%
1-Year Est. Return
RFG
Range Financial Group
Tigard, Oregon
$366M AUM
76.17%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
FIBOI
First International Bank of Israel
Tel Aviv
$340M AUM
14.61%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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