Sunbelt Securities’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Sunbelt Securities’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	$2.43M	Buy	48,216 +3,331	+7%	+$172K	0.15%	121
2025 Q4	$2.32M	Hold	44,885	–	–	0.15%	118
2025 Q3	$2.25M	Buy	44,885 +3,325	+8%	+$162K	0.16%	119
2025 Q2	$1.91M	Sell	41,560 -3,325	-7%	-$150K	0.17%	108
2025 Q1	$1.99M	Buy	44,885 +3,325	+8%	+$152K	0.18%	99
2024 Q4	$1.91M	Sell	41,560 -18,620	-31%	-$844K	0.17%	108
2024 Q3	$2.69M	Hold	60,180	–	–	0.26%	78
2024 Q2	$2.61M	Sell	60,180 -1,092	-2%	-$46.2K	0.27%	80
2024 Q1	$2.57M	Buy	61,272 +36,022	+143%	+$1.47M	0.29%	74
2023 Q4	$1.01M	Hold	25,250	–	–	0.13%	179
2023 Q3	$922K	Sell	25,250 -440	-2%	-$16.4K	0.13%	176
2023 Q2	$955K	Hold	25,690	–	–	0.14%	166
2023 Q1	$888K	Buy	25,690 +19,221	+297%	+$655K	0.14%	157
2022 Q4	$212K	Buy	+6,469	New	+$209K	0.04%	421
2022 Q3	–	Sell	-6,469	Closed	-$202K	–	435
2022 Q2	$202K	Hold	6,469	–	–	0.04%	413
2022 Q1	$227K	Buy	+6,469	New	+$222K	0.04%	417

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

Sunbelt Securities's FJAN Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 7.4% in Q1 2026, buying an estimated $172K and bringing the position to 48,216 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #121.

Sunbelt Securities first reported a position in FJAN in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.69M in Q3 2024. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Sunbelt Securities held 48,216 shares of FT Vest US Equity Buffer ETF January worth $2.43M as of Q1 2026.
Sunbelt Securities bought 3,331 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $172K.
FT Vest US Equity Buffer ETF January made up 0.15% of Sunbelt Securities's portfolio in Q1 2026, its #121 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF January in Q1 2022 and has held it in 16 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF January position peaked at $2.69M in Q3 2024.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.