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

Avior Wealth Management’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
2023
Q2 		– Sell
-3,734
Closed -$115K – 1597
2023
Q1 		$115K Buy
+3,734
New +$113K 0.01% 615

Other funds holding FAPR

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Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Avior Wealth Management's FAPR Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2023, closing a stake of 3,734 shares — an estimated $115K sold.

Avior Wealth Management first reported a position in FAPR in Q1 2023 and held it in 1 quarter. The position peaked at $115K in Q1 2023. 81 funds tracked by Wall St. Rank hold FAPR as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 3,734 FT Vest US Equity Buffer ETF April shares in Q2 2023, an estimated $115K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $115K in Q1 2023.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.