HP
XAPR

Holistic Planning’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

Holistic Planning’s Portfolio XAPR Stock Details XAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$615K Sell
16,682
-442
-3% -$16.2K 0.12% 158
2025
Q4 		$624K Hold
17,124
– – 0.13% 139
2025
Q3 		$613K Sell
17,124
-508
-3% -$18K 0.16% 106
2025
Q2 		$619K Buy
17,632
+137
+0.8% +$4.65K 0.18% 101
2025
Q1 		$574K Hold
17,495
– – 0.19% 91
2024
Q4 		$566K Hold
17,495
– – 0.21% 88
2024
Q3 		$557K Buy
+17,495
New +$548K 0.24% 79

Other funds holding XAPR

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return