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	$1.43M	Buy	50,450 +28,750	+132%	+$861K	0.15%	138
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	$1.94M	Buy	+63,200	New	+$1.91M	0.22%	107

Other funds holding FAPR

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 $1.43M. The position accounts for 0.15% of the portfolio, ranked #138.

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 $1.43M 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 0.15% of B. Riley Wealth Management's portfolio in Q2 2022, its #138 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.