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SACKS & ASSOCIATES, LLC’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$224K Hold
4,028
– – 0.15% 78
2026
Q1 		$203K Buy
+4,028
New +$208K 0.15% 78

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BCM
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Janney Montgomery Scott
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Commonwealth Equity Services
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FSA
Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's FJAN Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its FT Vest US Equity Buffer ETF January (FJAN) position steady in Q2 2026 at 4,028 shares worth $224K. The position accounts for 0.15% of the portfolio, ranked #78.

SACKS & ASSOCIATES, LLC first reported a position in FJAN in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 4,028 shares of FT Vest US Equity Buffer ETF January worth $224K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its FT Vest US Equity Buffer ETF January share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF January made up 0.15% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #78 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in FT Vest US Equity Buffer ETF January in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.