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

OneDigital Investment 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 Q1	$639K	Buy	12,681 +277	+2%	+$14.3K	0.01%	852
2025 Q4	$642K	Sell	12,404 -218	-2%	-$11.1K	0.01%	847
2025 Q3	$633K	Sell	12,622 -20,484	-62%	-$1M	0.01%	837
2025 Q2	$1.57M	Sell	33,106 -1,203	-4%	-$54.1K	0.02%	500
2025 Q1	$1.52M	Sell	34,309 -1,118	-3%	-$51.1K	0.02%	476
2024 Q4	$1.63M	Sell	35,427 -15,522	-30%	-$704K	0.02%	478
2024 Q3	$2.28M	Sell	50,949 -2,171	-4%	-$95.2K	0.03%	403
2024 Q2	$2.31M	Sell	53,120 -5,278	-9%	-$223K	0.03%	381
2024 Q1	$2.45M	Buy	58,398 +9,551	+20%	+$391K	0.04%	291
2023 Q4	$1.95M	Buy	48,847 +1,267	+3%	+$47.8K	0.03%	320
2023 Q3	$1.74M	Sell	47,580 -123	-0.3%	-$4.59K	0.04%	305
2023 Q2	$1.77M	Sell	47,703 -178	-0.4%	-$6.34K	0.04%	297
2023 Q1	$1.67M	Sell	47,881 -7,897	-14%	-$269K	0.04%	302
2022 Q4	$1.83M	Buy	55,778 +1,722	+3%	+$55.5K	0.05%	267
2022 Q3	$1.65M	Buy	54,056 +554	+1%	+$17.9K	0.06%	213
2022 Q2	$1.67M	Buy	53,502 +11,709	+28%	+$384K	0.07%	181
2022 Q1	$1.46M	Buy	+41,793	New	+$1.43M	0.06%	205
2021 Q4	–	Sell	-6,801	Closed	-$225K	–	809
2021 Q3	$225K	Hold	6,801	–	–	0.01%	651
2021 Q2	$223K	Buy	+6,801	New	+$219K	0.01%	644

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's FJAN Position: Q1 2026 in Review

OneDigital Investment Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 2.2% in Q1 2026, buying an estimated $14.3K and bringing the position to 12,681 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #852.

OneDigital Investment Advisors first reported a position in FJAN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q1 2024. 163 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

OneDigital Investment Advisors held 12,681 shares of FT Vest US Equity Buffer ETF January worth $639K as of Q1 2026.
OneDigital Investment Advisors bought 277 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $14.3K.
FT Vest US Equity Buffer ETF January made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #852 holding.
OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q2 2021 and has held it in 19 quarters since.
OneDigital Investment Advisors's FT Vest US Equity Buffer ETF January position peaked at $2.45M in Q1 2024.
163 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.