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AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

AE Wealth Management’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,581
Closed -$847K – 1468
2023
Q4 		$847K Sell
25,581
-1,890
-7% -$59.5K ﹤0.01% 1217
2023
Q3 		$843K Sell
27,471
-361
-1% -$11.2K 0.01% 1168
2023
Q2 		$865K Buy
+27,832
New +$840K 0.01% 1146

Other funds holding GAPR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AE Wealth Management's GAPR Position: Q1 2024 in Review

AE Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q1 2024, closing a stake of 25,581 shares — an estimated $847K sold.

AE Wealth Management first reported a position in GAPR in Q2 2023 and held it in 3 quarters. The position peaked at $865K in Q2 2023. 55 funds tracked by Wall St. Rank hold GAPR as of Q1 2024.

  • AE Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 25,581 FT Vest US Equity Moderate Buffer ETF April shares in Q1 2024, an estimated $847K.
  • AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's FT Vest US Equity Moderate Buffer ETF April position peaked at $865K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.