Cascadia Advisory Services’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$625K	Buy	+20,253	New	+$633K	0.13%	161

Other funds holding FAPR

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

VBFP

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

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Cascadia Advisory Services's FAPR Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in FT Vest US Equity Buffer ETF April (FAPR) in Q3 2021: 20,253 shares worth $625K. The stake represents 0.13% of the portfolio and ranks #161 among its holdings.

44 funds tracked by Wall St. Rank hold FAPR as of Q3 2021.

Cascadia Advisory Services held 20,253 shares of FT Vest US Equity Buffer ETF April worth $625K as of Q3 2021.
FT Vest US Equity Buffer ETF April was a new Cascadia Advisory Services position in Q3 2021.
FT Vest US Equity Buffer ETF April made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #161 holding.
44 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.