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Mount Yale Investment Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Mount Yale Investment Advisors’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 		$306K Hold
6,805
– – 0.01% 881
2025
Q4 		$302K Hold
6,805
– – 0.01% 595
2025
Q3 		$296K Buy
+6,805
New +$292K 0.02% 525

Other funds holding FAPR

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Mount Yale Investment Advisors's FAPR Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Buffer ETF April (FAPR) position steady in Q1 2026 at 6,805 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #881.

Mount Yale Investment Advisors first reported a position in FAPR in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

  • Mount Yale Investment Advisors held 6,805 shares of FT Vest US Equity Buffer ETF April worth $306K as of Q1 2026.
  • Mount Yale Investment Advisors left its FT Vest US Equity Buffer ETF April share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF April made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #881 holding.
  • Mount Yale Investment Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.