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Accel Wealth Management’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Accel Wealth Management’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,555
Closed -$684K – 259
2024
Q4 		$684K Hold
16,555
– – 0.26% 95
2024
Q3 		$669K Sell
16,555
-55
-0.3% -$2.17K 0.25% 103
2024
Q2 		$648K Buy
+16,610
New +$627K 0.26% 93

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Accel Wealth Management's FAPR Position: Q1 2025 in Review

Accel Wealth Management sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q1 2025, closing a stake of 16,555 shares — an estimated $684K sold.

Accel Wealth Management first reported a position in FAPR in Q2 2024 and held it in 3 quarters. The position peaked at $684K in Q4 2024. 111 funds tracked by Wall St. Rank hold FAPR as of Q1 2025.

  • Accel Wealth Management reported no remaining FT Vest US Equity Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • Accel Wealth Management sold 16,555 FT Vest US Equity Buffer ETF April shares in Q1 2025, an estimated $684K.
  • Accel Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q2 2024 and held it in 3 quarters.
  • Accel Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $684K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2025.

Based on Accel Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.