AWA
DAPR icon

Authentikos Wealth Advisory’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-17
Closed -$515 – 168
2023
Q3 		$515 Buy
+17
New +$524 ﹤0.01% 566
2023
Q2 		– Sell
-8,387
Closed -$247K – 66
2023
Q1 		$247K Buy
+8,387
New +$249K 0.25% 55

Other funds holding DAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Authentikos Wealth Advisory's DAPR Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2023, closing a stake of 17 shares — an estimated $515 sold.

Authentikos Wealth Advisory first reported a position in DAPR in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 66 funds tracked by Wall St. Rank hold DAPR as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 17 FT Vest US Equity Deep Buffer ETF April shares in Q4 2023, an estimated $515.
  • Authentikos Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's FT Vest US Equity Deep Buffer ETF April position peaked at $247K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.