NAM
GJAN icon

NorthCrest Asset Manangement’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History

NorthCrest Asset Manangement’s Portfolio GJAN Stock Details GJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$816K Sell
18,066
-3,704
-17% -$164K 0.02% 426
2026
Q1 		$916K Sell
21,770
-7,349
-25% -$314K 0.03% 346
2025
Q4 		$1.25M Sell
29,119
-596
-2% -$25.1K 0.03% 338
2025
Q3 		$1.24M Buy
29,715
+3,280
+12% +$134K 0.03% 312
2025
Q2 		$1.06M Sell
26,435
-4,095
-13% -$156K 0.03% 293
2025
Q1 		$1.15M Hold
30,530
– – 0.03% 281
2024
Q4 		$1.18M Sell
30,530
-603
-2% -$23.1K 0.04% 265
2024
Q3 		$1.18M Sell
31,133
-550
-2% -$20.5K 0.04% 259
2024
Q2 		$1.17M Hold
31,683
– – 0.04% 251
2024
Q1 		$1.14M Buy
31,683
+851
+3% +$29.9K 0.04% 259
2023
Q4 		$1.06M Sell
30,832
-175
-0.6% -$5.8K 0.04% 258
2023
Q3 		$1,000K Hold
31,007
– – 0.04% 251
2023
Q2 		$1.01M Sell
31,007
-43
-0.1% -$1.35K 0.04% 263
2023
Q1 		$962K Buy
+31,050
New +$945K 0.04% 267

Other funds holding GJAN

RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return