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B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

B. Riley Wealth 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
-20,467
Closed -$837K – 1145
2025
Q1 		$837K Buy
20,467
+900
+5% +$37.4K 0.02% 565
2024
Q4 		$808K Sell
19,567
-13,700
-41% -$562K 0.03% 526
2024
Q3 		$1.34M Hold
33,267
– – 0.04% 423
2024
Q2 		$1.3M Buy
33,267
+17,702
+114% +$668K 0.03% 457
2024
Q1 		$502K Buy
15,565
+325
+2% +$11.6K 0.01% 789
2023
Q4 		$533K Sell
15,240
-325
-2% -$10.8K 0.01% 775
2023
Q3 		$502K Sell
15,565
-3,550
-19% -$117K 0.01% 789
2023
Q2 		$627K Sell
19,115
-10,875
-36% -$343K 0.01% 755
2023
Q1 		$926K Sell
29,990
-13,900
-32% -$420K 0.02% 558
2022
Q4 		$1.28M Buy
43,890
+1,800
+4% +$52.3K 0.04% 458
2022
Q3 		$1.16M Buy
+42,090
New +$1.24M 0.04% 459

Other funds holding FAPR

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

B. Riley Wealth Advisors's FAPR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2025, closing a stake of 20,467 shares — an estimated $837K sold.

B. Riley Wealth Advisors first reported a position in FAPR in Q3 2022 and held it in 11 quarters. The position peaked at $1.34M in Q3 2024. 126 funds tracked by Wall St. Rank hold FAPR as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,467 FT Vest US Equity Buffer ETF April shares in Q2 2025, an estimated $837K.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q3 2022 and held it in 11 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Buffer ETF April position peaked at $1.34M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.