Acorn Financial Advisory Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Acorn Financial Advisory Services’s Portfolio DAPR Stock Details DAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,027	Closed	-$564K	–	247
2023 Q1	$564K	Sell	19,027 -335	-2%	-$9.94K	0.11%	114
2022 Q4	$570K	Sell	19,362 -1,322	-6%	-$39K	0.12%	112
2022 Q3	$592K	Buy	20,684 +1,511	+8%	+$45.2K	0.14%	110
2022 Q2	$559K	Buy	+19,173	New	+$582K	0.13%	106

Other funds holding DAPR

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Acorn Financial Advisory Services's DAPR Position: Q2 2023 in Review

Acorn Financial Advisory Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 19,027 shares — an estimated $564K sold.

Acorn Financial Advisory Services first reported a position in DAPR in Q2 2022 and held it in 4 quarters. The position peaked at $592K in Q3 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

Acorn Financial Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 19,027 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $564K.
Acorn Financial Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 4 quarters.
Acorn Financial Advisory Services's FT Vest US Equity Deep Buffer ETF April position peaked at $592K in Q3 2022.
72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2023, filed 20 Jul 2023.