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

Spire 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 Q4	–	Sell	-475	Closed	-$23.8K	–	2370
2025 Q3	$23.8K	Hold	475	–	–	﹤0.01%	1471
2025 Q2	$22.6K	Hold	475	–	–	﹤0.01%	1471
2025 Q1	$21.1K	Hold	475	–	–	﹤0.01%	1595
2024 Q4	$21.8K	Hold	475	–	–	﹤0.01%	1598
2024 Q3	$21.2K	Hold	475	–	–	﹤0.01%	1423
2024 Q2	$20.6K	Hold	475	–	–	﹤0.01%	1433
2024 Q1	$19.9K	Hold	475	–	–	﹤0.01%	1516
2023 Q4	$19.1K	Hold	475	–	–	﹤0.01%	1552
2023 Q3	$17.3K	Sell	475 -750	-61%	-$28K	﹤0.01%	1556
2023 Q2	$45.6K	Sell	1,225 -550	-31%	-$19.6K	﹤0.01%	1231
2023 Q1	$61.9K	Buy	+1,775	New	+$60.5K	﹤0.01%	1110

Other funds holding FJAN

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

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

BCM

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

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

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

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

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

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

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

Spire Wealth Management's FJAN Position: Q4 2025 in Review

Spire Wealth Management sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q4 2025, closing a stake of 475 shares — an estimated $23.8K sold.

Spire Wealth Management first reported a position in FJAN in Q1 2023 and held it in 11 quarters. The position peaked at $61.9K in Q1 2023. 145 funds tracked by Wall St. Rank hold FJAN as of Q4 2025.

Spire Wealth Management reported no remaining FT Vest US Equity Buffer ETF January position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 475 FT Vest US Equity Buffer ETF January shares in Q4 2025, an estimated $23.8K.
Spire Wealth Management first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 11 quarters.
Spire Wealth Management's FT Vest US Equity Buffer ETF January position peaked at $61.9K in Q1 2023.
145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.