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

Concurrent 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
2026 Q2	$1.1M	Buy	23,476 +1,031	+5%	+$47.4K	0.01%	967
2026 Q1	$1.01M	Buy	22,445 +11,904	+113%	+$532K	0.01%	875
2025 Q4	$468K	Buy	10,541 +228	+2%	+$9.99K	0.01%	1174
2025 Q3	$449K	Buy	10,313 +459	+5%	+$19.7K	0.01%	958
2025 Q2	$416K	Buy	9,854 +1,630	+20%	+$66.1K	0.01%	919
2025 Q1	$336K	Hold	8,224	–	–	0.01%	874
2024 Q4	$340K	Hold	8,224	–	–	0.01%	782
2024 Q3	$332K	Hold	8,224	–	–	0.01%	742
2024 Q2	$321K	Buy	+8,224	New	+$310K	0.01%	719

Other funds holding FAPR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Concurrent Investment Advisors's FAPR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 4.6% in Q2 2026, buying an estimated $47.4K and bringing the position to 23,476 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #967.

Concurrent Investment Advisors first reported a position in FAPR in Q2 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

Concurrent Investment Advisors held 23,476 shares of FT Vest US Equity Buffer ETF April worth $1.1M as of Q2 2026.
Concurrent Investment Advisors bought 1,031 FT Vest US Equity Buffer ETF April shares in Q2 2026, an estimated $47.4K.
FT Vest US Equity Buffer ETF April made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #967 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.