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United Capital Financial Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

United Capital Financial 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
Q1 		$464K Buy
10,335
+1,065
+11% +$47.6K ﹤0.01% 1102
2025
Q4 		$412K Hold
9,270
– – ﹤0.01% 1044
2025
Q3 		$403K Sell
9,270
-7,523
-45% -$323K ﹤0.01% 932
2025
Q2 		$708K Buy
+16,793
New +$681K 0.01% 687

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

United Capital Financial Advisors's FAPR Position: Q1 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 11% in Q1 2026, buying an estimated $47.6K and bringing the position to 10,335 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

United Capital Financial Advisors first reported a position in FAPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $708K in Q2 2025. 123 funds tracked by Wall St. Rank hold FAPR as of Q1 2026.

  • United Capital Financial Advisors held 10,335 shares of FT Vest US Equity Buffer ETF April worth $464K as of Q1 2026.
  • United Capital Financial Advisors bought 1,065 FT Vest US Equity Buffer ETF April shares in Q1 2026, an estimated $47.6K.
  • FT Vest US Equity Buffer ETF April made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1102 holding.
  • United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's FT Vest US Equity Buffer ETF April position peaked at $708K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.