United Capital Financial Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

United Capital Financial 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	$1.12M	Buy	22,172 +8,292	+60%	+$429K	0.01%	720
2025 Q4	$718K	Sell	13,880 -750	-5%	-$38.1K	﹤0.01%	838
2025 Q3	$734K	Hold	14,630	–	–	0.01%	745
2025 Q2	$696K	Hold	14,630	–	–	0.01%	697
2025 Q1	$649K	Buy	+14,630	New	+$669K	0.01%	678

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

United Capital Financial Advisors's FJAN Position: Q1 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF January (FJAN) stake by 60% in Q1 2026, buying an estimated $429K and bringing the position to 22,172 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #720.

United Capital Financial 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.

United Capital Financial Advisors held 22,172 shares of FT Vest US Equity Buffer ETF January worth $1.12M as of Q1 2026.
United Capital Financial Advisors bought 8,292 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $429K.
FT Vest US Equity Buffer ETF January made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #720 holding.
United Capital Financial 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.