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Advance Capital Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Advance Capital Management’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
Q3 		– Sell
-14,011
Closed -$431K – 127
2023
Q2 		$431K Buy
14,011
+4,091
+41% +$122K 0.05% 67
2023
Q1 		$294K Sell
9,920
-178
-2% -$5.28K 0.05% 79
2022
Q4 		$297K Sell
10,098
-509
-5% -$15K 0.04% 78
2022
Q3 		$303K Sell
10,607
-31
-0.3% -$927 0.04% 61
2022
Q2 		$310K Buy
+10,638
New +$323K 0.04% 60

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $365M AUM 18.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advance Capital Management's DAPR Position: Q3 2023 in Review

Advance Capital Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2023, closing a stake of 14,011 shares — an estimated $431K sold.

Advance Capital Management first reported a position in DAPR in Q2 2022 and held it in 5 quarters. The position peaked at $431K in Q2 2023. 67 funds tracked by Wall St. Rank hold DAPR as of Q3 2023.

  • Advance Capital Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Advance Capital Management sold 14,011 FT Vest US Equity Deep Buffer ETF April shares in Q3 2023, an estimated $431K.
  • Advance Capital Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 5 quarters.
  • Advance Capital Management's FT Vest US Equity Deep Buffer ETF April position peaked at $431K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2023.

Based on Advance Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.