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Perigon Wealth Management’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-4,744
Closed -$210K – 1075
2025
Q1 		$210K Buy
+4,744
New +$217K 0.01% 952

Other funds holding FJAN

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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's FJAN Position: Q2 2025 in Review

Perigon Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2025, closing a stake of 4,744 shares — an estimated $210K sold.

Perigon Wealth Management first reported a position in FJAN in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 144 funds tracked by Wall St. Rank hold FJAN as of Q2 2025.

  • Perigon Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 4,744 FT Vest US Equity Buffer ETF January shares in Q2 2025, an estimated $210K.
  • Perigon Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and held it in 1 quarter.
  • Perigon Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $210K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.