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Castleview Partners’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Castleview Partners’s Portfolio ACYN Stock Details ACYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.1M Buy
100,731
+44,231
+78% +$915K 0.92% 22
2026
Q2 		$1.17M Buy
56,500
+16,148
+40% +$335K 0.52% 41
2026
Q1 		$822K Buy
+40,352
New +$817K 0.42% 54

Other funds holding ACYN

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Castleview Partners's ACYN Position: Q3 2026 in Review

Castleview Partners increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 78% in Q3 2026, buying an estimated $915K and bringing the position to 100,731 shares worth $2.1M. The position accounts for 0.92% of the portfolio, ranked #22.

Castleview Partners first reported a position in ACYN in Q1 2026 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Castleview Partners held 100,731 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $2.1M as of Q3 2026.
  • Castleview Partners bought 44,231 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $915K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.92% of Castleview Partners's portfolio in Q3 2026, its #22 holding.
  • Castleview Partners first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.