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Avior Wealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Avior Wealth 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
2024
Q4 		– Sell
-6,761
Closed -$247K – 2480
2024
Q3 		$247K Hold
6,761
– – 0.01% 646
2024
Q2 		$239K Sell
6,761
-751
-10% -$25.8K 0.01% 630
2024
Q1 		$250K Hold
7,512
– – 0.01% 645
2023
Q4 		$243K Hold
7,512
– – 0.01% 487
2023
Q3 		$228K Hold
7,512
– – 0.02% 497
2023
Q2 		$231K Sell
7,512
-886
-11% -$26.4K 0.02% 504
2023
Q1 		$249K Buy
+8,398
New +$249K 0.02% 486

Other funds holding DAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Avior Wealth Management's DAPR Position: Q4 2024 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2024, closing a stake of 6,761 shares — an estimated $247K sold.

Avior Wealth Management first reported a position in DAPR in Q1 2023 and held it in 7 quarters. The position peaked at $250K in Q1 2024. 80 funds tracked by Wall St. Rank hold DAPR as of Q4 2024.

  • Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6,761 FT Vest US Equity Deep Buffer ETF April shares in Q4 2024, an estimated $247K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 7 quarters.
  • Avior Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $250K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.