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 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 $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

McKinley Carter Wealth Services's FAPR Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF April (FAPR) position steady in Q1 2026 at 24,172 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #163.

McKinley Carter Wealth Services first reported a position in FAPR in Q2 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

McKinley Carter Wealth Services held 24,172 shares of FT Vest US Equity Buffer ETF April worth $1.09M as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF April share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF April made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #163 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 16 quarters since.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.