FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

FSB Premier Wealth Management’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	-10,599	Closed	-$343K	–	181
2023 Q4	$343K	Hold	10,599	–	–	0.17%	111
2023 Q3	$321K	Hold	10,599	–	–	0.18%	108
2023 Q2	$326K	Sell	10,599 -1,262	-11%	-$37.6K	0.18%	107
2023 Q1	$352K	Buy	11,861 +2,631	+29%	+$78K	0.2%	101
2022 Q4	$272K	Buy	+9,230	New	+$272K	0.15%	119
2022 Q1	–	Sell	-1,650	Closed	-$52K	–	221
2021 Q4	$52K	Buy	+1,650	New	+$51.5K	0.02%	227

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

FSB Premier Wealth Management's DAPR Position: Q1 2024 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q1 2024, closing a stake of 10,599 shares — an estimated $343K sold.

FSB Premier Wealth Management first reported a position in DAPR in Q4 2021 and held it in 6 quarters. The position peaked at $352K in Q1 2023. 61 funds tracked by Wall St. Rank hold DAPR as of Q1 2024.

FSB Premier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q1 2024 after selling out during the quarter.
FSB Premier Wealth Management sold 10,599 FT Vest US Equity Deep Buffer ETF April shares in Q1 2024, an estimated $343K.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2021 and held it in 6 quarters.
FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $352K in Q1 2023.
61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2024.

Based on FSB Premier Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.