MAM
ACYN icon

Milestone Asset Management’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Milestone Asset Management’s Portfolio ACYN Stock Details ACYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$520K Buy
24,920
+14,515
+140% +$300K 0.08% 174
2026
Q2 		$216K Buy
+10,405
New +$216K 0.03% 250

Other funds holding ACYN

HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Milestone Asset Management's ACYN Position: Q3 2026 in Review

Milestone Asset Management increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 140% in Q3 2026, buying an estimated $300K and bringing the position to 24,920 shares worth $520K. The position accounts for 0.08% of the portfolio, ranked #174.

Milestone Asset Management first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Milestone Asset Management held 24,920 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $520K as of Q3 2026.
  • Milestone Asset Management bought 14,515 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $300K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.08% of Milestone Asset Management's portfolio in Q3 2026, its #174 holding.
  • Milestone Asset Management first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.