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 Q3	$493K	Sell	10,301 -2,872	-22%	-$136K	0.01%	697
2026 Q2	$616K	Buy	13,173 +2,899	+28%	+$133K	0.02%	584
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Sowell Financial Services's FAPR Position: Q3 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF April (FAPR) stake by 22% in Q3 2026, selling an estimated $136K and leaving 10,301 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #697.

Sowell Financial Services first reported a position in FAPR in Q2 2021 and has held it in 11 quarters since. The position peaked at $616K in Q2 2026. 23 funds tracked by Wall St. Rank hold FAPR as of Q3 2026.

Sowell Financial Services held 10,301 shares of FT Vest US Equity Buffer ETF April worth $493K as of Q3 2026.
Sowell Financial Services sold 2,872 FT Vest US Equity Buffer ETF April shares in Q3 2026, an estimated $136K.
FT Vest US Equity Buffer ETF April made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #697 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF April in Q2 2021 and has held it in 11 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF April position peaked at $616K in Q2 2026.
23 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.