Sowell Financial Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Sowell Financial Services’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 Q3	$375K	Buy	6,628 +88	+1%	+$4.93K	0.01%	762
2026 Q2	$360K	Sell	6,540 -355	-5%	-$19.2K	0.01%	794
2026 Q1	$348K	Sell	6,895 -112	-2%	-$5.79K	0.01%	784
2025 Q4	$363K	Sell	7,007 -1,448	-17%	-$73.5K	0.01%	753
2025 Q3	$424K	Sell	8,455 -974	-10%	-$47.6K	0.02%	682
2025 Q2	$448K	Sell	9,429 -265	-3%	-$11.9K	0.02%	644
2025 Q1	$430K	Buy	+9,694	New	+$444K	0.02%	626
2021 Q4	–	Sell	-10,084	Closed	-$333K	–	522
2021 Q3	$333K	Sell	10,084 -50	-0.5%	-$1.66K	0.02%	440
2021 Q2	$332K	Hold	10,134	–	–	0.02%	463
2021 Q1	$327K	Buy	+10,134	New	+$311K	0.01%	808

Other funds holding FJAN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Sowell Financial Services's FJAN Position: Q3 2026 in Review

Sowell Financial Services increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 1.3% in Q3 2026, buying an estimated $4.93K and bringing the position to 6,628 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #762.

Sowell Financial Services first reported a position in FJAN in Q1 2021 and has held it in 10 quarters since. The position peaked at $448K in Q2 2025. 52 funds tracked by Wall St. Rank hold FJAN as of Q3 2026.

Sowell Financial Services held 6,628 shares of FT Vest US Equity Buffer ETF January worth $375K as of Q3 2026.
Sowell Financial Services bought 88 FT Vest US Equity Buffer ETF January shares in Q3 2026, an estimated $4.93K.
FT Vest US Equity Buffer ETF January made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #762 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2021 and has held it in 10 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF January position peaked at $448K in Q2 2025.
52 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.