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 Q1	$1.96M	Buy	+96,229	New	+$1.95M	0.39%	60

Other funds holding ACYN

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Commonwealth Equity Services

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Holistic Planning's ACYN Position: Q1 2026 in Review

Holistic Planning opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q1 2026: 96,229 shares worth $1.96M. The stake represents 0.39% of the portfolio and ranks #60 among its holdings.

53 funds tracked by Wall St. Rank hold ACYN as of Q1 2026.

Holistic Planning held 96,229 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $1.96M as of Q1 2026.
FT Vest Laddered Autocallable Barrier & Income ETF was a new Holistic Planning position in Q1 2026.
FT Vest Laddered Autocallable Barrier & Income ETF made up 0.39% of Holistic Planning's portfolio in Q1 2026, its #60 holding.
53 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.