CIA
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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
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

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