Patriot Financial Group Insurance Agency’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-13,880	Closed	-$700K	–	561
2026 Q1	$700K	Buy	+13,880	New	+$718K	0.04%	374
2022 Q3	–	Sell	-78	Closed	-$2K	–	932
2022 Q2	$2K	Buy	+78	New	+$2.56K	﹤0.01%	1749

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FJAN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2026, closing a stake of 13,880 shares — an estimated $700K sold.

Patriot Financial Group Insurance Agency first reported a position in FJAN in Q2 2022 and held it in 2 quarters. The position peaked at $700K in Q1 2026. 108 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13,880 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $700K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Buffer ETF January in Q2 2022 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's FT Vest US Equity Buffer ETF January position peaked at $700K in Q1 2026.
108 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.