LPL Financial
XJAN icon

LPL Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF January XJAN Stock Holding History

LPL Financial’s Portfolio XJAN Stock Details XJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Buy
9,827
+500
+5% +$18.3K ﹤0.01% 5072
2025
Q4 		$344K Sell
9,327
-456
-5% -$16.6K ﹤0.01% 5040
2025
Q3 		$353K Buy
+9,783
New +$347K ﹤0.01% 4916

Other funds holding XJAN

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
KIA
Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's XJAN Position: Q1 2026 in Review

LPL Financial increased its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 5.4% in Q1 2026, buying an estimated $18.3K and bringing the position to 9,827 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #5072.

LPL Financial first reported a position in XJAN in Q3 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold XJAN as of Q1 2026.

  • LPL Financial held 9,827 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $355K as of Q1 2026.
  • LPL Financial bought 500 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q1 2026, an estimated $18.3K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF January made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5072 holding.
  • LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q3 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.