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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MAI Capital Management's FJAN Position: Q1 2026 in Review

MAI Capital Management held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q1 2026 at 919 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

MAI Capital Management first reported a position in FJAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.6K in Q4 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

MAI Capital Management held 919 shares of FT Vest US Equity Buffer ETF January worth $46.3K as of Q1 2026.
MAI Capital Management left its FT Vest US Equity Buffer ETF January share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2277 holding.
MAI Capital Management first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and has held it in 3 quarters since.
MAI Capital Management's FT Vest US Equity Buffer ETF January position peaked at $47.6K in Q4 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.