AAS
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Avantax Advisory Services’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Avantax Advisory Services’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,467
Closed -$643K – 2146
2024
Q2 		$643K Buy
16,467
+3,184
+24% +$120K ﹤0.01% 1211
2024
Q1 		$484K Sell
13,283
-110
-0.8% -$3.93K ﹤0.01% 1055
2023
Q4 		$468K Sell
13,393
-8,165
-38% -$272K ﹤0.01% 1024
2023
Q3 		$695K Buy
21,558
+1,517
+8% +$50K 0.01% 815
2023
Q2 		$658K Buy
20,041
+8,937
+80% +$282K 0.01% 841
2023
Q1 		$343K Sell
11,104
-65
-0.6% -$1.96K ﹤0.01% 1078
2022
Q4 		$327K Buy
11,169
+300
+3% +$8.71K ﹤0.01% 1062
2022
Q3 		$300K Buy
10,869
+3,055
+39% +$90K ﹤0.01% 1013
2022
Q2 		$222K Buy
+7,814
New +$234K ﹤0.01% 1162

Other funds holding FAPR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avantax Advisory Services's FAPR Position: Q3 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q3 2024, closing a stake of 16,467 shares — an estimated $643K sold.

Avantax Advisory Services first reported a position in FAPR in Q2 2022 and held it in 9 quarters. The position peaked at $695K in Q3 2023. 99 funds tracked by Wall St. Rank hold FAPR as of Q3 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 16,467 FT Vest US Equity Buffer ETF April shares in Q3 2024, an estimated $643K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF April in Q2 2022 and held it in 9 quarters.
  • Avantax Advisory Services's FT Vest US Equity Buffer ETF April position peaked at $695K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.