HP
ACYN

Holistic Planning’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Holistic Planning’s Portfolio ACYN Stock Details ACYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3M Buy
542,065
+445,836
+463% +$9.24M 1.75% 9
2026
Q1 		$1.96M Buy
+96,229
New +$1.95M 0.39% 60

Other funds holding ACYN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MA
Macro Advisors York, Pennsylvania $314M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Holistic Planning's ACYN Position: Q2 2026 in Review

Holistic Planning increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 463% in Q2 2026, buying an estimated $9.24M and bringing the position to 542,065 shares worth $11.3M. The position accounts for 1.75% of the portfolio, ranked #9.

Holistic Planning first reported a position in ACYN in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold ACYN as of Q2 2026.

  • Holistic Planning held 542,065 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $11.3M as of Q2 2026.
  • Holistic Planning bought 445,836 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q2 2026, an estimated $9.24M.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 1.75% of Holistic Planning's portfolio in Q2 2026, its #9 holding.
  • Holistic Planning first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.