Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Plotkin Financial 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 Q2	$4.36M	Buy	79,135 +25	+0%	+$1.35K	1.81%	14
2026 Q1	$3.99M	Buy	79,110 +4,307	+6%	+$223K	2%	14
2025 Q4	$3.87M	Sell	74,803 -1,005	-1%	-$51K	1.89%	15
2025 Q3	$3.8M	Sell	75,808 -162	-0.2%	-$7.91K	1.88%	15
2025 Q2	$3.61M	Buy	75,970 +1,008	+1%	+$45.4K	1.99%	15
2025 Q1	$3.32M	Buy	74,962 +4,564	+6%	+$209K	2.04%	16
2024 Q4	$3.23M	Sell	70,398 -9,102	-11%	-$413K	1.92%	17
2024 Q3	$3.56M	Sell	79,500 -1,313	-2%	-$57.6K	2.13%	16
2024 Q2	$3.51M	Sell	80,813 -696	-0.9%	-$29.4K	2.26%	14
2024 Q1	$3.42M	Buy	+81,509	New	+$3.33M	2.27%	14

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Plotkin Financial Advisors's FJAN Position: Q2 2026 in Review

Plotkin Financial Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 0.03% in Q2 2026, buying an estimated $1.35K and bringing the position to 79,135 shares worth $4.36M. The position accounts for 1.81% of the portfolio, ranked #14.

Plotkin Financial Advisors first reported a position in FJAN in Q1 2024 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold FJAN as of Q2 2026.

Plotkin Financial Advisors held 79,135 shares of FT Vest US Equity Buffer ETF January worth $4.36M as of Q2 2026.
Plotkin Financial Advisors bought 25 FT Vest US Equity Buffer ETF January shares in Q2 2026, an estimated $1.35K.
FT Vest US Equity Buffer ETF January made up 1.81% of Plotkin Financial Advisors's portfolio in Q2 2026, its #14 holding.
Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.