Money Concepts Capital’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Money Concepts Capital’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	$1.78M	Buy	32,376 +9,534	+42%	+$514K	0.08%	217
2026 Q1	$1.15M	Buy	22,842 +3,120	+16%	+$161K	0.06%	272
2025 Q4	$1.02M	Buy	+19,722	New	+$1M	0.06%	264
2023 Q1	–	Sell	-1,485	Closed	-$48.6K	–	1327
2022 Q4	$48.6K	Buy	+1,485	New	+$47.9K	﹤0.01%	1258
2022 Q2	–	Sell	-1,485	Closed	-$52K	–	1843
2022 Q1	$52K	Buy	+1,485	New	+$50.8K	﹤0.01%	1219

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

Money Concepts Capital's FJAN Position: Q2 2026 in Review

Money Concepts Capital increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 42% in Q2 2026, buying an estimated $514K and bringing the position to 32,376 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #217.

Money Concepts Capital first reported a position in FJAN in Q1 2022 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Money Concepts Capital held 32,376 shares of FT Vest US Equity Buffer ETF January worth $1.78M as of Q2 2026.
Money Concepts Capital bought 9,534 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $514K.
FT Vest US Equity Buffer ETF January made up 0.08% of Money Concepts Capital's portfolio in Q2 2026, its #217 holding.
Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.