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

Barnes Wealth Management Group’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
2026
Q1 		$779K Sell
17,344
-111
-0.6% -$4.96K 0.4% 69
2025
Q4 		$775K Buy
17,455
+1,223
+8% +$53.6K 0.42% 61
2025
Q3 		$706K Buy
16,232
+4
+0% +$171 0.39% 63
2025
Q2 		$685K Sell
16,228
-102
-0.6% -$4.14K 0.4% 61
2025
Q1 		$668K Sell
16,330
-84
-0.5% -$3.49K 0.43% 59
2024
Q4 		$678K Buy
+16,414
New +$673K 0.45% 57

Other funds holding FAPR

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Barnes Wealth Management Group's FAPR Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 0.64% in Q1 2026, selling an estimated $4.96K and leaving 17,344 shares worth $779K. The position accounts for 0.4% of the portfolio, ranked #69.

Barnes Wealth Management Group first reported a position in FAPR in Q4 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

  • Barnes Wealth Management Group held 17,344 shares of FT Vest US Equity Buffer ETF April worth $779K as of Q1 2026.
  • Barnes Wealth Management Group sold 111 FT Vest US Equity Buffer ETF April shares in Q1 2026, an estimated $4.96K.
  • FT Vest US Equity Buffer ETF April made up 0.4% of Barnes Wealth Management Group's portfolio in Q1 2026, its #69 holding.
  • Barnes Wealth Management Group first reported a position in FT Vest US Equity Buffer ETF April in Q4 2024 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.