Plan Group Financial
ACYN icon

Plan Group Financial’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Plan Group Financial’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 		$287K Buy
+13,821
New +$286K 0.06% 183

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Prime Capital Investment Advisors
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Madrona Financial Services
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Independent Financial Group
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Farther Finance Advisors
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Brookstone Capital Management
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Plan Group Financial's ACYN Position: Q3 2026 in Review

Plan Group Financial opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q3 2026: 13,821 shares worth $287K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings.

104 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Plan Group Financial held 13,821 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $287K as of Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF was a new Plan Group Financial position in Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #183 holding.
  • 104 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.