Madrona Financial Services
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Madrona Financial Services’s FT Vest Laddered Autocallable Barrier & Resilient Income ETF ACYS Stock Holding History

Madrona Financial Services’s Portfolio ACYS Stock Details ACYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.1M Buy
+637,518
New +$13M 2.03% 18

Other funds holding ACYS

Commonwealth Equity Services
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Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Madrona Financial Services's ACYS Position: Q3 2026 in Review

Madrona Financial Services opened a new position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) in Q3 2026: 637,518 shares worth $13.1M. The stake represents 2.03% of the portfolio and ranks #18 among its holdings.

63 funds tracked by Wall St. Rank hold ACYS as of Q3 2026.

  • Madrona Financial Services held 637,518 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $13.1M as of Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF was a new Madrona Financial Services position in Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 2.03% of Madrona Financial Services's portfolio in Q3 2026, its #18 holding.
  • 63 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.