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 Q3	$1.54M	Buy	32,256 +8,780	+37%	+$416K	0.01%	931
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%	+$10K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Concurrent Investment Advisors's FAPR Position: Q3 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 37% in Q3 2026, buying an estimated $416K and bringing the position to 32,256 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #931.

Concurrent Investment Advisors first reported a position in FAPR in Q2 2024 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold FAPR as of Q3 2026.

Concurrent Investment Advisors held 32,256 shares of FT Vest US Equity Buffer ETF April worth $1.54M as of Q3 2026.
Concurrent Investment Advisors bought 8,780 FT Vest US Equity Buffer ETF April shares in Q3 2026, an estimated $416K.
FT Vest US Equity Buffer ETF April made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #931 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2024 and has held it in 10 quarters since.
36 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.