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Clear Point Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-100
Closed -$4.04K – 246
2024
Q3 		$4.04K Hold
100
– – ﹤0.01% 403
2024
Q2 		$3.9K Hold
100
– – ﹤0.01% 403
2024
Q1 		$3.64K Hold
100
– – ﹤0.01% 405
2023
Q4 		$3.5K Buy
+100
New +$3.33K ﹤0.01% 391

Other funds holding FAPR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Clear Point Advisors's FAPR Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q4 2024, closing a stake of 100 shares — an estimated $4.04K sold.

Clear Point Advisors first reported a position in FAPR in Q4 2023 and held it in 4 quarters. The position peaked at $4.04K in Q3 2024. 113 funds tracked by Wall St. Rank hold FAPR as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 FT Vest US Equity Buffer ETF April shares in Q4 2024, an estimated $4.04K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest US Equity Buffer ETF April position peaked at $4.04K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.