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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Evergreen Wealth Solutions’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 		$308K Buy
6,453
+37
+0.6% +$1.7K 0.02% 413
2026
Q1 		$288K Hold
6,416
– – 0.02% 339
2025
Q4 		$285K Buy
+6,416
New +$281K 0.04% 175

Other funds holding FAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evergreen Wealth Solutions's FAPR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 0.58% in Q2 2026, buying an estimated $1.7K and bringing the position to 6,453 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #413.

Evergreen Wealth Solutions first reported a position in FAPR in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

  • Evergreen Wealth Solutions held 6,453 shares of FT Vest US Equity Buffer ETF April worth $308K as of Q2 2026.
  • Evergreen Wealth Solutions bought 37 FT Vest US Equity Buffer ETF April shares in Q2 2026, an estimated $1.7K.
  • FT Vest US Equity Buffer ETF April made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #413 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.