SFS
FAPR icon

Sowell Financial Services’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Sowell Financial Services’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 		$461K Sell
10,274
-381
-4% -$17K 0.02% 664
2025
Q4 		$473K Sell
10,655
-1,180
-10% -$51.7K 0.02% 666
2025
Q3 		$515K Sell
11,835
-281
-2% -$12K 0.02% 620
2025
Q2 		$511K Sell
12,116
-738
-6% -$29.9K 0.02% 604
2025
Q1 		$526K Buy
12,854
+133
+1% +$5.53K 0.02% 571
2024
Q4 		$525K Buy
+12,721
New +$521K 0.03% 405
2022
Q1 		– Sell
-16,160
Closed -$527K – 258
2021
Q4 		$527K Sell
16,160
-1,495
-8% -$47.8K 0.03% 428
2021
Q3 		$545K Buy
17,655
+1,395
+9% +$43.6K 0.04% 382
2021
Q2 		$500K Buy
+16,260
New +$492K 0.03% 417

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