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Cary Street Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q2 		– Sell
-114,335
Closed -$3.39M – 1756
2023
Q1 		$3.39M Buy
+114,335
New +$3.39M 0.24% 107

Other funds holding DAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cary Street Partners Investment Advisory's DAPR Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 114,335 shares — an estimated $3.39M sold.

Cary Street Partners Investment Advisory first reported a position in DAPR in Q1 2023 and held it in 1 quarter. The position peaked at $3.39M in Q1 2023. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 114,335 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $3.39M.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF April position peaked at $3.39M in Q1 2023.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.