FFA
DRSK icon

Founders Financial Alliance’s Aptus Defined Risk ETF DRSK Stock Holding History

Founders Financial Alliance’s Portfolio DRSK Stock Details DRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-27,720
Closed -$794K – 483
2021
Q3 		$794K Buy
27,720
+7,255
+35% +$214K 0.37% 66
2021
Q2 		$603K Buy
20,465
+9,765
+91% +$288K 0.27% 86
2021
Q1 		$315K Buy
+10,700
New +$316K 0.16% 150

Other funds holding DRSK

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Founders Financial Alliance's DRSK Position: Q4 2021 in Review

Founders Financial Alliance sold out of Aptus Defined Risk ETF (DRSK) in Q4 2021, closing a stake of 27,720 shares — an estimated $794K sold.

Founders Financial Alliance first reported a position in DRSK in Q1 2021 and held it in 3 quarters. The position peaked at $794K in Q3 2021. 60 funds tracked by Wall St. Rank hold DRSK as of Q4 2021.

  • Founders Financial Alliance reported no remaining Aptus Defined Risk ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 27,720 Aptus Defined Risk ETF shares in Q4 2021, an estimated $794K.
  • Founders Financial Alliance first reported a position in Aptus Defined Risk ETF in Q1 2021 and held it in 3 quarters.
  • Founders Financial Alliance's Aptus Defined Risk ETF position peaked at $794K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Aptus Defined Risk ETF as of Q4 2021.

Based on Founders Financial Alliance's 13F filing for Q4 2021, filed 14 Feb 2022.