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AssuredPartners Investment Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

AssuredPartners Investment Advisors’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
Q2 		– Sell
-19,097
Closed -$781K – 278
2025
Q1 		$781K Hold
19,097
– – 0.15% 148
2024
Q4 		$789K Buy
+19,097
New +$783K 0.15% 142

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssuredPartners Investment Advisors's FAPR Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2025, closing a stake of 19,097 shares — an estimated $781K sold.

AssuredPartners Investment Advisors first reported a position in FAPR in Q4 2024 and held it in 2 quarters. The position peaked at $789K in Q4 2024. 126 funds tracked by Wall St. Rank hold FAPR as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 19,097 FT Vest US Equity Buffer ETF April shares in Q2 2025, an estimated $781K.
  • AssuredPartners Investment Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's FT Vest US Equity Buffer ETF April position peaked at $789K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.