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

Rialto 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
2026
Q1 		– Sell
-150
Closed -$7.76K – 1757
2025
Q4 		$7.76K Buy
+150
New +$7.61K ﹤0.01% 475

Other funds holding FJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rialto Wealth Management's FJAN Position: Q1 2026 in Review

Rialto Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q1 2026, closing a stake of 150 shares — an estimated $7.76K sold.

Rialto Wealth Management first reported a position in FJAN in Q4 2025 and held it in 1 quarter. The position peaked at $7.76K in Q4 2025. 164 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

  • Rialto Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q1 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 150 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $7.76K.
  • Rialto Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q4 2025 and held it in 1 quarter.
  • Rialto Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $7.76K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.