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

Avantax 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
2024
Q2 		– Sell
-6,796
Closed -$226K – 2087
2024
Q1 		$226K Sell
6,796
-1,432
-17% -$47.1K ﹤0.01% 1471
2023
Q4 		$266K Hold
8,228
– – ﹤0.01% 1303
2023
Q3 		$249K Hold
8,228
– – ﹤0.01% 1298
2023
Q2 		$253K Buy
+8,228
New +$245K ﹤0.01% 1278

Other funds holding DAPR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Avantax Advisory Services's DAPR Position: Q2 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2024, closing a stake of 6,796 shares — an estimated $226K sold.

Avantax Advisory Services first reported a position in DAPR in Q2 2023 and held it in 4 quarters. The position peaked at $266K in Q4 2023. 64 funds tracked by Wall St. Rank hold DAPR as of Q2 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,796 FT Vest US Equity Deep Buffer ETF April shares in Q2 2024, an estimated $226K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2023 and held it in 4 quarters.
  • Avantax Advisory Services's FT Vest US Equity Deep Buffer ETF April position peaked at $266K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.