EP Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

EP Wealth Advisors’s Portfolio GAPR Stock Details GAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$117K	Buy	+3,066	New	+$114K	﹤0.01%	1356

Other funds holding GAPR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

EP Wealth Advisors's GAPR Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q2 2025: 3,066 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings.

91 funds tracked by Wall St. Rank hold GAPR as of Q2 2025.

EP Wealth Advisors held 3,066 shares of FT Vest US Equity Moderate Buffer ETF April worth $117K as of Q2 2025.
FT Vest US Equity Moderate Buffer ETF April was a new EP Wealth Advisors position in Q2 2025.
FT Vest US Equity Moderate Buffer ETF April made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1356 holding.
91 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.