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B. Riley Wealth Management’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

B. Riley 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
2022
Q2 		$1.43K Buy
50,450
+28,750
+132% +$861K ﹤0.01% 257
2022
Q1 		$702K Sell
21,700
-42,500
-66% -$1.35M 0.05% 268
2021
Q4 		$2.09M Buy
64,200
+1,000
+2% +$32K 0.15% 144
2021
Q3 		$1.95M Hold
63,200
– – 0.15% 139
2021
Q2 		$1.95M Buy
+63,200
New +$1.91M 0.22% 107

Other funds holding FAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

B. Riley Wealth Management's FAPR Position: Q2 2022 in Review

B. Riley Wealth Management increased its FT Vest US Equity Buffer ETF April (FAPR) stake by 132% in Q2 2022, buying an estimated $861K and bringing the position to 50,450 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

B. Riley Wealth Management first reported a position in FAPR in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.09M in Q4 2021. 63 funds tracked by Wall St. Rank hold FAPR as of Q2 2022.

  • B. Riley Wealth Management held 50,450 shares of FT Vest US Equity Buffer ETF April worth $1.43K as of Q2 2022.
  • B. Riley Wealth Management bought 28,750 FT Vest US Equity Buffer ETF April shares in Q2 2022, an estimated $861K.
  • FT Vest US Equity Buffer ETF April made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #257 holding.
  • B. Riley Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q2 2021 and has held it in 5 quarters since.
  • B. Riley Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $2.09M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.