Legacy Private Trust’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Legacy Private Trust’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	$285K	Sell	6,345 -80	-1%	-$3.57K	0.02%	231
2025 Q4	$285K	Buy	6,425 +1,706	+36%	+$74.8K	0.02%	233
2025 Q3	$205K	Buy	+4,719	New	+$202K	0.01%	251
2024 Q4	–	Sell	-5,144	Closed	-$208K	–	241
2024 Q3	$208K	Sell	5,144 -276	-5%	-$10.9K	0.01%	228
2024 Q2	$211K	Buy	+5,420	New	+$205K	0.02%	222
2024 Q1	–	Sell	-6,695	Closed	-$234K	–	231
2023 Q4	$234K	Sell	6,695 -126	-2%	-$4.19K	0.02%	213
2023 Q3	$220K	Hold	6,821	–	–	0.02%	220
2023 Q2	$224K	Sell	6,821 -11	-0.2%	-$347	0.02%	218
2023 Q1	$211K	Sell	6,832 -52,046	-88%	-$1.57M	0.02%	221
2022 Q4	$1.72M	Buy	+58,878	New	+$1.71M	0.16%	116

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

Legacy Private Trust's FAPR Position: Q1 2026 in Review

Legacy Private Trust reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 1.2% in Q1 2026, selling an estimated $3.57K and leaving 6,345 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #231.

Legacy Private Trust first reported a position in FAPR in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2022. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

Legacy Private Trust held 6,345 shares of FT Vest US Equity Buffer ETF April worth $285K as of Q1 2026.
Legacy Private Trust sold 80 FT Vest US Equity Buffer ETF April shares in Q1 2026, an estimated $3.57K.
FT Vest US Equity Buffer ETF April made up 0.02% of Legacy Private Trust's portfolio in Q1 2026, its #231 holding.
Legacy Private Trust first reported a position in FT Vest US Equity Buffer ETF April in Q4 2022 and has held it in 10 quarters since.
Legacy Private Trust's FT Vest US Equity Buffer ETF April position peaked at $1.72M in Q4 2022.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.