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Holistic Planning’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Holistic Planning’s Portfolio DAPR Stock Details DAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Buy
+12,112
New +$490K 0.08% 209
2025
Q4 		– Sell
-5,763
Closed -$223K – 280
2025
Q3 		$223K Sell
5,763
-100
-2% -$3.82K 0.06% 212
2025
Q2 		$221K Buy
+5,863
New +$214K 0.06% 204

Other funds holding DAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Holistic Planning's DAPR Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2026: 12,112 shares worth $495K. The stake represents 0.08% of the portfolio and ranks #209 among its holdings. This is a return to the name: Holistic Planning previously reported a position in DAPR as recently as Q3 2025.

Holistic Planning first reported a position in DAPR in Q2 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold DAPR as of Q2 2026.

  • Holistic Planning held 12,112 shares of FT Vest US Equity Deep Buffer ETF April worth $495K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF April was a new Holistic Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF April made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #209 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2026.

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