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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

GeoWealth 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
2023
Q4 		– Sell
-23
Closed -$1K – 680
2023
Q3 		$1K Hold
23
– – ﹤0.01% 478
2023
Q2 		$1K Buy
+23
New +$686 ﹤0.01% 436

Other funds holding DAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

GeoWealth Management's DAPR Position: Q4 2023 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2023, closing a stake of 23 shares — an estimated $1K sold.

GeoWealth Management first reported a position in DAPR in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 66 funds tracked by Wall St. Rank hold DAPR as of Q4 2023.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • GeoWealth Management sold 23 FT Vest US Equity Deep Buffer ETF April shares in Q4 2023, an estimated $1K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2023 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $1K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2023.

Based on GeoWealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.