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

Baystate 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
2022 Q3	–	Sell	-23	Closed	-$1K	–	894
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	828
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	814
2021 Q4	$1K	Buy	+23	New	+$718	﹤0.01%	812

Other funds holding DAPR

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

HFM

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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baystate Wealth Management's DAPR Position: Q3 2022 in Review

Baystate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2022, closing a stake of 23 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in DAPR in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 59 funds tracked by Wall St. Rank hold DAPR as of Q3 2022.

Baystate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2022 after selling out during the quarter.
Baystate Wealth Management sold 23 FT Vest US Equity Deep Buffer ETF April shares in Q3 2022, an estimated $1K.
Baystate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2021 and held it in 3 quarters.
Baystate Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $1K in Q2 2022.
59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2022.

Based on Baystate Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.