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Foundations Investment Advisors’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Foundations Investment Advisors’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
2022
Q3 		– Sell
-8,048
Closed -$236K – 402
2022
Q2 		$236K Buy
+8,048
New +$244K 0.01% 341
2021
Q4 		– Sell
-13,836
Closed -$425K – 345
2021
Q3 		$425K Buy
+13,836
New +$426K 0.02% 207

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Foundations Investment Advisors's DAPR Position: Q3 2022 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2022, closing a stake of 8,048 shares — an estimated $236K sold.

Foundations Investment Advisors first reported a position in DAPR in Q3 2021 and held it in 2 quarters. The position peaked at $425K in Q3 2021. 59 funds tracked by Wall St. Rank hold DAPR as of Q3 2022.

  • Foundations Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 8,048 FT Vest US Equity Deep Buffer ETF April shares in Q3 2022, an estimated $236K.
  • Foundations Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF April in Q3 2021 and held it in 2 quarters.
  • Foundations Investment Advisors's FT Vest US Equity Deep Buffer ETF April position peaked at $425K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.