Marshall Financial Group (Maryland)’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Marshall Financial Group (Maryland)’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	$1.14M	Hold	20,677	–	–	0.17%	115
2026 Q1	$1.04M	Hold	20,677	–	–	0.17%	111
2025 Q4	$1.07M	Sell	20,677 -478	-2%	-$24.3K	0.21%	109
2025 Q3	$1.06M	Sell	21,155 -240	-1%	-$11.7K	0.21%	122
2025 Q2	$1.02M	Hold	21,395	–	–	0.2%	120
2025 Q1	$949K	Hold	21,395	–	–	0.21%	118
2024 Q4	$982K	Sell	21,395 -1,758	-8%	-$79.7K	0.24%	112
2024 Q3	$1.04M	Sell	23,153 -387	-2%	-$17K	0.25%	111
2024 Q2	$1.02M	Sell	23,540 -596	-2%	-$25.2K	0.29%	92
2024 Q1	$1.01M	Buy	24,136 +317	+1%	+$13K	0.29%	95
2023 Q4	$949K	Sell	23,819 -256	-1%	-$9.66K	0.31%	84
2023 Q3	$879K	Sell	24,075 -3,725	-13%	-$139K	0.32%	80
2023 Q2	$1.03M	Sell	27,800 -3,900	-12%	-$139K	0.35%	68
2023 Q1	$1.11M	Sell	31,700 -17,390	-35%	-$593K	0.4%	59
2022 Q4	$1.61M	Sell	49,090 -1,650	-3%	-$53.2K	0.62%	51
2022 Q3	$1.55M	Hold	50,740	–	–	0.65%	36
2022 Q2	$1.59M	Buy	50,740 +3,390	+7%	+$111K	0.63%	40
2022 Q1	$1.65M	Hold	47,350	–	–	0.68%	32
2021 Q4	$1.61M	Buy	+47,350	New	+$1.6M	0.59%	40

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FJAN Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 20,677 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #115.

Marshall Financial Group (Maryland) first reported a position in FJAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q1 2022. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Marshall Financial Group (Maryland) held 20,677 shares of FT Vest US Equity Buffer ETF January worth $1.14M as of Q2 2026.
Marshall Financial Group (Maryland) left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #115 holding.
Marshall Financial Group (Maryland) first reported a position in FT Vest US Equity Buffer ETF January in Q4 2021 and has held it in 19 quarters since.
Marshall Financial Group (Maryland)'s FT Vest US Equity Buffer ETF January position peaked at $1.65M in Q1 2022.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.