Uniting Wealth Partners’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Uniting Wealth Partners’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	$202K	Buy	+4,004	New	+$207K	0.04%	193
2025 Q4	–	Sell	-4,404	Closed	-$221K	–	168
2025 Q3	$221K	Buy	+4,404	New	+$215K	0.05%	174

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

Uniting Wealth Partners's FJAN Position: Q1 2026 in Review

Uniting Wealth Partners opened a new position in FT Vest US Equity Buffer ETF January (FJAN) in Q1 2026: 4,004 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in FJAN as recently as Q3 2025.

Uniting Wealth Partners first reported a position in FJAN in Q3 2025 and has held it in 2 quarters since. The position peaked at $221K in Q3 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Uniting Wealth Partners held 4,004 shares of FT Vest US Equity Buffer ETF January worth $202K as of Q1 2026.
FT Vest US Equity Buffer ETF January was a new Uniting Wealth Partners position in Q1 2026.
FT Vest US Equity Buffer ETF January made up 0.04% of Uniting Wealth Partners's portfolio in Q1 2026, its #193 holding.
Uniting Wealth Partners first reported a position in FT Vest US Equity Buffer ETF January in Q3 2025 and has held it in 2 quarters since.
Uniting Wealth Partners's FT Vest US Equity Buffer ETF January position peaked at $221K in Q3 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.