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MAI Capital Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-919
Closed -$46.3K – 2994
2026
Q1 		$46.3K Hold
919
– – ﹤0.01% 2277
2025
Q4 		$47.6K Hold
919
– – ﹤0.01% 2040
2025
Q3 		$46.1K Buy
+919
New +$44.9K ﹤0.01% 1976

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAI Capital Management's FJAN Position: Q2 2026 in Review

MAI Capital Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026, closing a stake of 919 shares — an estimated $46.3K sold.

MAI Capital Management first reported a position in FJAN in Q3 2025 and held it in 3 quarters. The position peaked at $47.6K in Q4 2025. 160 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • MAI Capital Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 919 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $46.3K.
  • MAI Capital Management first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's FT Vest US Equity Buffer ETF January position peaked at $47.6K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.