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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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.