Sequent Planning’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

Sequent Planning’s Portfolio XAPR Stock Details XAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Hold	7,951	–	–	0.07%	186
2025 Q4	$290K	Sell	7,951 -10	-0.1%	-$361	0.07%	176
2025 Q3	$285K	Sell	7,961 -41	-0.5%	-$1.45K	0.08%	169
2025 Q2	$281K	Buy	+8,002	New	+$271K	0.09%	128

Other funds holding XAPR

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

Sequent Planning's XAPR Position: Q1 2026 in Review

Sequent Planning held its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) position steady in Q1 2026 at 7,951 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #186.

Sequent Planning first reported a position in XAPR in Q2 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold XAPR as of Q1 2026.

Sequent Planning held 7,951 shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April worth $293K as of Q1 2026.
Sequent Planning left its FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April share count unchanged in Q1 2026.
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April made up 0.07% of Sequent Planning's portfolio in Q1 2026, its #186 holding.
Sequent Planning first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April in Q2 2025 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q1 2026.

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