NewEdge Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

NewEdge Advisors’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	$1.2M	Buy	21,700 +1,420	+7%	+$76.6K	﹤0.01%	1549
2026 Q1	$1.02M	Buy	20,280 +1,899	+10%	+$98.2K	﹤0.01%	1497
2025 Q4	$951K	Sell	18,381 -105	-0.6%	-$5.33K	﹤0.01%	1523
2025 Q3	$927K	Sell	18,486 -2,772	-13%	-$135K	﹤0.01%	1435
2025 Q2	$1.01M	Buy	21,258 +2	+0%	+$90	0.01%	1289
2025 Q1	$943K	Buy	21,256 +2,738	+15%	+$125K	0.01%	1216
2024 Q4	$850K	Sell	18,518 -9,402	-34%	-$426K	0.01%	1244
2024 Q3	$1.25M	Sell	27,920 -21,244	-43%	-$931K	0.01%	1002
2024 Q2	$2.13M	Sell	49,164 -2,860	-5%	-$121K	0.02%	726
2024 Q1	$2.18M	Buy	52,024 +5,179	+11%	+$212K	0.02%	656
2023 Q4	$1.89M	Buy	46,845 +40,094	+594%	+$1.51M	0.02%	689
2023 Q3	$246K	Buy	+6,751	New	+$252K	﹤0.01%	1529

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

NewEdge Advisors's FJAN Position: Q2 2026 in Review

NewEdge Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 7% in Q2 2026, buying an estimated $76.6K and bringing the position to 21,700 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

NewEdge Advisors first reported a position in FJAN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q1 2024. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

NewEdge Advisors held 21,700 shares of FT Vest US Equity Buffer ETF January worth $1.2M as of Q2 2026.
NewEdge Advisors bought 1,420 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $76.6K.
FT Vest US Equity Buffer ETF January made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1549 holding.
NewEdge Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's FT Vest US Equity Buffer ETF January position peaked at $2.18M in Q1 2024.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.