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

Axxcess 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
2024
Q1 		– Sell
-17,150
Closed -$599K – 889
2023
Q4 		$599K Buy
17,150
+7,317
+74% +$243K 0.02% 470
2023
Q3 		$317K Buy
+9,833
New +$324K 0.01% 583

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VBFP
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SAW
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OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
TLA
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OIA
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Axxcess Wealth Management's FAPR Position: Q1 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q1 2024, closing a stake of 17,150 shares — an estimated $599K sold.

Axxcess Wealth Management first reported a position in FAPR in Q3 2023 and held it in 2 quarters. The position peaked at $599K in Q4 2023. 85 funds tracked by Wall St. Rank hold FAPR as of Q1 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,150 FT Vest US Equity Buffer ETF April shares in Q1 2024, an estimated $599K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $599K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.