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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Holistic Planning's DAPR Position: Q4 2025 in Review

Holistic Planning sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2025, closing a stake of 5,763 shares — an estimated $223K sold.

Holistic Planning first reported a position in DAPR in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q3 2025. 90 funds tracked by Wall St. Rank hold DAPR as of Q4 2025.

  • Holistic Planning reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2025 after selling out during the quarter.
  • Holistic Planning sold 5,763 FT Vest US Equity Deep Buffer ETF April shares in Q4 2025, an estimated $223K.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2025 and held it in 2 quarters.
  • Holistic Planning's FT Vest US Equity Deep Buffer ETF April position peaked at $223K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.