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

Baker Tilly 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 Q1	–	Sell	-7,000	Closed	-$227K	–	421
2023 Q4	$227K	Hold	7,000	–	–	0.04%	429
2023 Q3	$212K	Hold	7,000	–	–	0.04%	432
2023 Q2	$215K	Hold	7,000	–	–	0.02%	513
2023 Q1	$208K	Buy	+7,000	New	+$208K	0.02%	517

Other funds holding DAPR

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baker Tilly Wealth Management's DAPR Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q1 2024, closing a stake of 7,000 shares — an estimated $227K sold.

Baker Tilly Wealth Management first reported a position in DAPR in Q1 2023 and held it in 4 quarters. The position peaked at $227K in Q4 2023. 61 funds tracked by Wall St. Rank hold DAPR as of Q1 2024.

Baker Tilly Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 7,000 FT Vest US Equity Deep Buffer ETF April shares in Q1 2024, an estimated $227K.
Baker Tilly Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 4 quarters.
Baker Tilly Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $227K in Q4 2023.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.