McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

McKinley Carter Wealth Services’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	$614K	Hold	11,145	–	–	0.03%	216
2026 Q1	$562K	Buy	11,145 +3,237	+41%	+$167K	0.03%	208
2025 Q4	$409K	Hold	7,908	–	–	0.02%	237
2025 Q3	$397K	Hold	7,908	–	–	0.02%	244
2025 Q2	$376K	Hold	7,908	–	–	0.02%	243
2025 Q1	$351K	Hold	7,908	–	–	0.02%	245
2024 Q4	$363K	Hold	7,908	–	–	0.02%	232
2024 Q3	$354K	Hold	7,908	–	–	0.02%	243
2024 Q2	$343K	Hold	7,908	–	–	0.02%	242
2024 Q1	$332K	Buy	7,908 +2,438	+45%	+$99.7K	0.02%	250
2023 Q4	$218K	Buy	+5,470	New	+$206K	0.02%	288
2023 Q3	–	Sell	-5,470	Closed	-$203K	–	295
2023 Q2	$203K	Buy	+5,470	New	+$195K	0.02%	291

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

McKinley Carter Wealth Services's FJAN Position: Q2 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 11,145 shares worth $614K. The position accounts for 0.03% of the portfolio, ranked #216.

McKinley Carter Wealth Services first reported a position in FJAN in Q2 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

McKinley Carter Wealth Services held 11,145 shares of FT Vest US Equity Buffer ETF January worth $614K as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF January made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #216 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF January in Q2 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.