U.S. Capital Wealth Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

U.S. Capital Wealth Advisors’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	$9.17M	Buy	181,913 +25,100	+16%	+$1.3M	0.23%	102
2025 Q4	$8.12M	Sell	156,813 -1,333	-0.8%	-$67.6K	0.21%	121
2025 Q3	$7.93M	Buy	158,146 +2,468	+2%	+$121K	0.21%	123
2025 Q2	$7.4M	Buy	155,678 +828	+0.5%	+$37.3K	0.22%	127
2025 Q1	$6.87M	Buy	+154,850	New	+$7.08M	0.21%	125

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

U.S. Capital Wealth Advisors's FJAN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 16% in Q1 2026, buying an estimated $1.3M and bringing the position to 181,913 shares worth $9.17M. The position accounts for 0.23% of the portfolio, ranked #102.

U.S. Capital Wealth Advisors first reported a position in FJAN in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

U.S. Capital Wealth Advisors held 181,913 shares of FT Vest US Equity Buffer ETF January worth $9.17M as of Q1 2026.
U.S. Capital Wealth Advisors bought 25,100 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $1.3M.
FT Vest US Equity Buffer ETF January made up 0.23% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #102 holding.
U.S. Capital Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF January in Q1 2025 and has held it in 5 quarters since.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.