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 Q3	$299K	Sell	7,620 -27	-0.4%	-$1.05K	﹤0.01%	5528
2026 Q2	$294K	Sell	7,647 -2,180	-22%	-$82.5K	﹤0.01%	5479
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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Kraematon Investment Advisors Braintree, Massachusetts $134M AUM 18.69% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

LPL Financial's XJAN Position: Q3 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) stake by 0.35% in Q3 2026, selling an estimated $1.05K and leaving 7,620 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #5528.

LPL Financial first reported a position in XJAN in Q3 2025 and has held it in 5 quarters since. The position peaked at $355K in Q1 2026. 22 funds tracked by Wall St. Rank hold XJAN as of Q3 2026.

LPL Financial held 7,620 shares of FT Vest US Equity Enhance & Moderate Buffer ETF January worth $299K as of Q3 2026.
LPL Financial sold 27 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q3 2026, an estimated $1.05K.
FT Vest US Equity Enhance & Moderate Buffer ETF January made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5528 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 5 quarters since.
LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $355K in Q1 2026.
22 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.