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Kestra Private Wealth Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Kestra Private Wealth Services’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
2022
Q4 		– Sell
-8,270
Closed -$237K – 919
2022
Q3 		$237K Buy
+8,270
New +$247K 0.01% 721

Other funds holding DAPR

Commonwealth Equity Services
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Kestra Private Wealth Services's DAPR Position: Q4 2022 in Review

Kestra Private Wealth Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2022, closing a stake of 8,270 shares — an estimated $237K sold.

Kestra Private Wealth Services first reported a position in DAPR in Q3 2022 and held it in 1 quarter. The position peaked at $237K in Q3 2022. 71 funds tracked by Wall St. Rank hold DAPR as of Q4 2022.

  • Kestra Private Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8,270 FT Vest US Equity Deep Buffer ETF April shares in Q4 2022, an estimated $237K.
  • Kestra Private Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q3 2022 and held it in 1 quarter.
  • Kestra Private Wealth Services's FT Vest US Equity Deep Buffer ETF April position peaked at $237K in Q3 2022.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2022.

Based on Kestra Private Wealth Services's 13F filing for Q4 2022, filed 1 Feb 2023.