Foundations Investment Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Foundations Investment 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	–	Sell	-7,563	Closed	-$284K	–	956
2025 Q1	$284K	Sell	7,563 -930	-11%	-$35.1K	0.01%	725
2024 Q4	$318K	Hold	8,493	–	–	0.01%	647
2024 Q3	$312K	Sell	8,493 -855	-9%	-$30.8K	0.01%	625
2024 Q2	$333K	Hold	9,348	–	–	0.01%	583
2024 Q1	$315K	Hold	9,348	–	–	0.01%	568
2023 Q4	$310K	Hold	9,348	–	–	0.01%	542
2023 Q3	$287K	Hold	9,348	–	–	0.01%	519
2023 Q2	$290K	Buy	+9,348	New	+$282K	0.01%	477

Other funds holding GAPR

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

Foundations Investment Advisors's GAPR Position: Q2 2025 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q2 2025, closing a stake of 7,563 shares — an estimated $284K sold.

Foundations Investment Advisors first reported a position in GAPR in Q2 2023 and held it in 8 quarters. The position peaked at $333K in Q2 2024. 91 funds tracked by Wall St. Rank hold GAPR as of Q2 2025.

Foundations Investment Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 7,563 FT Vest US Equity Moderate Buffer ETF April shares in Q2 2025, an estimated $284K.
Foundations Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 8 quarters.
Foundations Investment Advisors's FT Vest US Equity Moderate Buffer ETF April position peaked at $333K in Q2 2024.
91 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.