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Crown Wealth Group’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Crown Wealth Group’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
2022
Q4 		– Sell
-28,500
Closed -$786K – 70
2022
Q3 		$786K Sell
28,500
-1,700
-6% -$50.1K 0.81% 22
2022
Q2 		$857K Buy
+30,200
New +$904K 0.78% 25

Other funds holding FAPR

MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Crown Wealth Group's FAPR Position: Q4 2022 in Review

Crown Wealth Group sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q4 2022, closing a stake of 28,500 shares — an estimated $786K sold.

Crown Wealth Group first reported a position in FAPR in Q2 2022 and held it in 2 quarters. The position peaked at $857K in Q2 2022. 68 funds tracked by Wall St. Rank hold FAPR as of Q4 2022.

  • Crown Wealth Group reported no remaining FT Vest US Equity Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • Crown Wealth Group sold 28,500 FT Vest US Equity Buffer ETF April shares in Q4 2022, an estimated $786K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Buffer ETF April in Q2 2022 and held it in 2 quarters.
  • Crown Wealth Group's FT Vest US Equity Buffer ETF April position peaked at $857K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q4 2022.

Based on Crown Wealth Group's 13F filing for Q4 2022, filed 9 Feb 2023.