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GDS Wealth Management’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

GDS Wealth Management’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
2023
Q3 		– Sell
-84,661
Closed -$2.78M – 124
2023
Q2 		$2.78M Buy
+84,661
New +$2.67M 0.45% 52

Other funds holding FAPR

MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 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
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

GDS Wealth Management's FAPR Position: Q3 2023 in Review

GDS Wealth Management sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q3 2023, closing a stake of 84,661 shares — an estimated $2.78M sold.

GDS Wealth Management first reported a position in FAPR in Q2 2023 and held it in 1 quarter. The position peaked at $2.78M in Q2 2023. 81 funds tracked by Wall St. Rank hold FAPR as of Q3 2023.

  • GDS Wealth Management reported no remaining FT Vest US Equity Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • GDS Wealth Management sold 84,661 FT Vest US Equity Buffer ETF April shares in Q3 2023, an estimated $2.78M.
  • GDS Wealth Management first reported a position in FT Vest US Equity Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • GDS Wealth Management's FT Vest US Equity Buffer ETF April position peaked at $2.78M in Q2 2023.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q3 2023.

Based on GDS Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.