Savvy Advisors Inc’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Savvy Advisors Inc’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	$709K	Buy	14,064 +5,854	+71%	+$303K	0.02%	545
2025 Q4	$425K	Sell	8,210 -33	-0.4%	-$1.68K	0.01%	626
2025 Q3	$413K	Sell	8,243 -22	-0.3%	-$1.07K	0.02%	495
2025 Q2	$393K	Sell	8,265 -12	-0.1%	-$540	0.03%	419
2025 Q1	$367K	Buy	+8,277	New	+$379K	0.04%	347
2024 Q4	–	Sell	-6,874	Closed	-$307K	–	461
2024 Q3	$307K	Sell	6,874 -275	-4%	-$12.1K	0.06%	253
2024 Q2	$310K	Hold	7,149	–	–	0.1%	205
2024 Q1	$300K	Buy	7,149 +1,958	+38%	+$80.1K	0.17%	159
2023 Q4	$207K	Buy	+5,191	New	+$196K	0.2%	149

Other funds holding FJAN

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Savvy Advisors Inc's FJAN Position: Q1 2026 in Review

Savvy Advisors Inc increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 71% in Q1 2026, buying an estimated $303K and bringing the position to 14,064 shares worth $709K. The position accounts for 0.02% of the portfolio, ranked #545.

Savvy Advisors Inc first reported a position in FJAN in Q4 2023 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Savvy Advisors Inc held 14,064 shares of FT Vest US Equity Buffer ETF January worth $709K as of Q1 2026.
Savvy Advisors Inc bought 5,854 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $303K.
FT Vest US Equity Buffer ETF January made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #545 holding.
Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF January in Q4 2023 and has held it in 9 quarters since.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.