Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Comprehensive Financial Consultants Institutional’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	-71,594	Closed	-$2.32M	–	159
2023 Q4	$2.32M	Sell	71,594 -1,311	-2%	-$40.8K	1.08%	29
2023 Q3	$2.21M	Sell	72,905 -5,206	-7%	-$160K	1.16%	28
2023 Q2	$2.42M	Sell	78,111 -9,404	-11%	-$280K	1.28%	23
2023 Q1	$2.6M	Sell	87,515 -1,914	-2%	-$56.8K	1.47%	17
2022 Q4	$2.65M	Buy	89,429 +198	+0.2%	+$5.84K	1.6%	14
2022 Q3	$2.58M	Buy	89,231 +57,958	+185%	+$1.73M	1.7%	11
2022 Q2	$916K	Buy	+31,273	New	+$949K	0.65%	59

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

Comprehensive Financial Consultants Institutional's DAPR Position: Q1 2024 in Review

Comprehensive Financial Consultants Institutional sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q1 2024, closing a stake of 71,594 shares — an estimated $2.32M sold.

Comprehensive Financial Consultants Institutional first reported a position in DAPR in Q2 2022 and held it in 7 quarters. The position peaked at $2.65M in Q4 2022. 61 funds tracked by Wall St. Rank hold DAPR as of Q1 2024.

Comprehensive Financial Consultants Institutional reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q1 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 71,594 FT Vest US Equity Deep Buffer ETF April shares in Q1 2024, an estimated $2.32M.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 7 quarters.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF April position peaked at $2.65M in Q4 2022.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2024, filed 2 May 2024.