McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

McKinley Carter Wealth Services’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 Q3	$1.16M	Sell	24,140 -32	-0.1%	-$1.52K	0.06%	166
2026 Q2	$1.13M	Hold	24,172	–	–	0.06%	167
2026 Q1	$1.09M	Hold	24,172	–	–	0.06%	163
2025 Q4	$1.07M	Hold	24,172	–	–	0.06%	171
2025 Q3	$1.05M	Buy	24,172 +1,160	+5%	+$49.7K	0.06%	174
2025 Q2	$971K	Hold	23,012	–	–	0.05%	169
2025 Q1	$941K	Hold	23,012	–	–	0.06%	162
2024 Q4	$950K	Hold	23,012	–	–	0.06%	162
2024 Q3	$930K	Hold	23,012	–	–	0.06%	166
2024 Q2	$898K	Sell	23,012 -1,940	-8%	-$73.2K	0.06%	167
2024 Q1	$909K	Hold	24,952	–	–	0.06%	159
2023 Q4	$872K	Hold	24,952	–	–	0.06%	153
2023 Q3	$805K	Hold	24,952	–	–	0.06%	162
2023 Q2	$819K	Buy	24,952 +32	+0.1%	+$1.01K	0.06%	163
2023 Q1	$770K	Sell	24,920 -810	-3%	-$24.5K	0.06%	170
2022 Q4	$753K	Hold	25,730	–	–	0.06%	163
2022 Q3	$710K	Hold	25,730	–	–	0.07%	153
2022 Q2	$730K	Buy	+25,730	New	+$770K	0.06%	164

Other funds holding FAPR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

McKinley Carter Wealth Services's FAPR Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 0.13% in Q3 2026, selling an estimated $1.52K and leaving 24,140 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #166.

McKinley Carter Wealth Services first reported a position in FAPR in Q2 2022 and has held it in 18 quarters since. 38 funds tracked by Wall St. Rank hold FAPR as of Q3 2026.

McKinley Carter Wealth Services held 24,140 shares of FT Vest US Equity Buffer ETF April worth $1.16M as of Q3 2026.
McKinley Carter Wealth Services sold 32 FT Vest US Equity Buffer ETF April shares in Q3 2026, an estimated $1.52K.
FT Vest US Equity Buffer ETF April made up 0.06% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #166 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF April in Q2 2022 and has held it in 18 quarters since.
38 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.