TrueWealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

TrueWealth Advisors’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	$237K	Hold	5,075	–	–	0.05%	221
2026 Q1	$228K	Hold	5,075	–	–	0.06%	222
2025 Q4	$225K	Hold	5,075	–	–	0.06%	223
2025 Q3	$221K	Hold	5,075	–	–	0.06%	214
2025 Q2	$214K	Buy	+5,075	New	+$206K	0.06%	209

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

TrueWealth Advisors's FAPR Position: Q2 2026 in Review

TrueWealth Advisors held its FT Vest US Equity Buffer ETF April (FAPR) position steady in Q2 2026 at 5,075 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #221.

TrueWealth Advisors first reported a position in FAPR in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold FAPR as of Q2 2026.

TrueWealth Advisors held 5,075 shares of FT Vest US Equity Buffer ETF April worth $237K as of Q2 2026.
TrueWealth Advisors left its FT Vest US Equity Buffer ETF April share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF April made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #221 holding.
TrueWealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2025 and has held it in 5 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.