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 Q2	$790K	Buy	16,900 +2,313	+16%	+$106K	0.17%	111
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning's FAPR Position: Q2 2026 in Review

Sequent Planning increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 16,900 shares worth $790K. The position accounts for 0.17% of the portfolio, ranked #111.

Sequent Planning first reported a position in FAPR in Q1 2024 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

Sequent Planning held 16,900 shares of FT Vest US Equity Buffer ETF April worth $790K as of Q2 2026.
Sequent Planning bought 2,313 FT Vest US Equity Buffer ETF April shares in Q2 2026, an estimated $106K.
FT Vest US Equity Buffer ETF April made up 0.17% of Sequent Planning's portfolio in Q2 2026, its #111 holding.
Sequent Planning first reported a position in FT Vest US Equity Buffer ETF April in Q1 2024 and has held it in 10 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.