Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Kingswood Wealth Advisors’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 Q1	$360K	Sell	8,011 -4,050	-34%	-$181K	0.02%	653
2025 Q4	$536K	Sell	12,061 -1,747	-13%	-$76.6K	0.03%	501
2025 Q3	$601K	Sell	13,808 -1,367	-9%	-$58.6K	0.04%	437
2025 Q2	$640K	Buy	15,175 +2,704	+22%	+$110K	0.05%	354
2025 Q1	$512K	Sell	12,471 -13,130	-51%	-$546K	0.05%	389
2024 Q4	$1.06M	Buy	25,601 +4,742	+23%	+$194K	0.08%	261
2024 Q3	$893K	Buy	20,859 +5,938	+40%	+$234K	0.06%	324
2024 Q2	$582K	Buy	14,921 +3,779	+34%	+$143K	0.05%	354
2024 Q1	$406K	Sell	11,142 -900	-7%	-$32.2K	0.05%	395
2023 Q4	$421K	Buy	+12,042	New	+$401K	0.05%	384
2023 Q3	–	Sell	-12,442	Closed	-$408K	–	449
2023 Q2	$408K	Buy	+12,442	New	+$392K	0.13%	161

Other funds holding FAPR

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Kingswood Wealth Advisors's FAPR Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 34% in Q1 2026, selling an estimated $181K and leaving 8,011 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #653.

Kingswood Wealth Advisors first reported a position in FAPR in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2024. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

Kingswood Wealth Advisors held 8,011 shares of FT Vest US Equity Buffer ETF April worth $360K as of Q1 2026.
Kingswood Wealth Advisors sold 4,050 FT Vest US Equity Buffer ETF April shares in Q1 2026, an estimated $181K.
FT Vest US Equity Buffer ETF April made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #653 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF April position peaked at $1.06M in Q4 2024.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.