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

Pitti Group 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 Q1	–	Sell	-4,651	Closed	-$213K	–	76
2024 Q4	$213K	Sell	4,651 -2,650	-36%	-$120K	0.22%	69
2024 Q3	$291K	Hold	7,301	–	–	0.32%	53
2024 Q2	$291K	Buy	7,301 +1,224	+20%	+$51.7K	0.32%	53
2024 Q1	$254K	Sell	6,077 -1,224	-17%	-$50.1K	0.28%	56
2023 Q4	$291K	Hold	7,301	–	–	0.32%	53
2023 Q3	$266K	Hold	7,301	–	–	0.3%	57
2023 Q2	$272K	Hold	7,301	–	–	0.3%	57
2023 Q1	$255K	Buy	+7,301	New	+$249K	0.28%	62

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Pitti Group Wealth Management's FJAN Position: Q1 2025 in Review

Pitti Group Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2025, closing a stake of 4,651 shares — an estimated $213K sold.

Pitti Group Wealth Management first reported a position in FJAN in Q1 2023 and held it in 8 quarters. The position peaked at $291K in Q3 2024. 148 funds tracked by Wall St. Rank hold FJAN as of Q1 2025.

Pitti Group Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2025 after selling out during the quarter.
Pitti Group Wealth Management sold 4,651 FT Vest US Equity Buffer ETF January shares in Q1 2025, an estimated $213K.
Pitti Group Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 8 quarters.
Pitti Group Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $291K in Q3 2024.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2025.

Based on Pitti Group Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.