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

Holistic Planning’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$282K Buy
+6,027
New +$277K 0.04% 287
2025
Q4 		– Sell
-5,315
Closed -$231K – 282
2025
Q3 		$231K Sell
5,315
-391
-7% -$16.8K 0.06% 205
2025
Q2 		$241K Buy
+5,706
New +$231K 0.07% 196

Other funds holding FAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Holistic Planning's FAPR Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Buffer ETF April (FAPR) in Q2 2026: 6,027 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings. This is a return to the name: Holistic Planning previously reported a position in FAPR as recently as Q3 2025.

Holistic Planning first reported a position in FAPR in Q2 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

  • Holistic Planning held 6,027 shares of FT Vest US Equity Buffer ETF April worth $282K as of Q2 2026.
  • FT Vest US Equity Buffer ETF April was a new Holistic Planning position in Q2 2026.
  • FT Vest US Equity Buffer ETF April made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #287 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer ETF April in Q2 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

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