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Great Lakes Retirement’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-25
Closed -$871 – 295
2024
Q2 		$871 Buy
+25
New +$858 ﹤0.01% 636
2023
Q2 		– Sell
-17,177
Closed -$509K – 220
2023
Q1 		$509K Buy
+17,177
New +$510K 0.1% 162

Other funds holding DAPR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

Great Lakes Retirement's DAPR Position: Q3 2024 in Review

Great Lakes Retirement sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2024, closing a stake of 25 shares — an estimated $871 sold.

Great Lakes Retirement first reported a position in DAPR in Q1 2023 and held it in 2 quarters. The position peaked at $509K in Q1 2023. 67 funds tracked by Wall St. Rank hold DAPR as of Q3 2024.

  • Great Lakes Retirement reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 25 FT Vest US Equity Deep Buffer ETF April shares in Q3 2024, an estimated $871.
  • Great Lakes Retirement first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 2 quarters.
  • Great Lakes Retirement's FT Vest US Equity Deep Buffer ETF April position peaked at $509K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.