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Orion Portfolio Solutions’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$372K Buy
8,388
+2,645
+46% +$121K ﹤0.01% 1537
2024
Q4 		$264K Buy
5,743
+4
+0.1% +$181 ﹤0.01% 1615
2024
Q3 		$257K Sell
5,739
-13
-0.2% -$570 ﹤0.01% 1600
2024
Q2 		$250K Buy
5,752
+620
+12% +$26.2K ﹤0.01% 1541
2024
Q1 		$215K Buy
+5,132
New +$210K ﹤0.01% 1585

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Orion Portfolio Solutions's FJAN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 46% in Q1 2025, buying an estimated $121K and bringing the position to 8,388 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Orion Portfolio Solutions first reported a position in FJAN in Q1 2024 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold FJAN as of Q1 2025.

  • Orion Portfolio Solutions held 8,388 shares of FT Vest US Equity Buffer ETF January worth $372K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,645 FT Vest US Equity Buffer ETF January shares in Q1 2025, an estimated $121K.
  • FT Vest US Equity Buffer ETF January made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1537 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.