Sequent Planning’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Sequent Planning’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	$655K	Hold	14,587	–	–	0.16%	109
2025 Q4	$648K	Sell	14,587 -168	-1%	-$7.36K	0.16%	105
2025 Q3	$642K	Hold	14,755	–	–	0.18%	101
2025 Q2	$623K	Hold	14,755	–	–	0.2%	81
2025 Q1	$603K	Hold	14,755	–	–	0.22%	72
2024 Q4	$609K	Hold	14,755	–	–	0.22%	77
2024 Q3	$597K	Sell	14,755 -318	-2%	-$12.6K	0.21%	84
2024 Q2	$589K	Buy	15,073 +2,012	+15%	+$75.9K	0.2%	85
2024 Q1	$476K	Buy	+13,061	New	+$467K	0.17%	90

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

Sequent Planning's FAPR Position: Q1 2026 in Review

Sequent Planning held its FT Vest US Equity Buffer ETF April (FAPR) position steady in Q1 2026 at 14,587 shares worth $655K. The position accounts for 0.16% of the portfolio, ranked #109.

Sequent Planning first reported a position in FAPR in Q1 2024 and has held it in 9 quarters since. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

Sequent Planning held 14,587 shares of FT Vest US Equity Buffer ETF April worth $655K as of Q1 2026.
Sequent Planning left its FT Vest US Equity Buffer ETF April share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF April made up 0.16% of Sequent Planning's portfolio in Q1 2026, its #109 holding.
Sequent Planning first reported a position in FT Vest US Equity Buffer ETF April in Q1 2024 and has held it in 9 quarters since.
123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.