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Koesten Hirschmann & Crabtree’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-47
Closed -$1.4K – 186
2023
Q1 		$1.4K Buy
+47
New +$1.39K ﹤0.01% 182

Other funds holding DAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Koesten Hirschmann & Crabtree's DAPR Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 47 shares — an estimated $1.4K sold.

Koesten Hirschmann & Crabtree first reported a position in DAPR in Q1 2023 and held it in 1 quarter. The position peaked at $1.4K in Q1 2023. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 47 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $1.4K.
  • Koesten Hirschmann & Crabtree first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's FT Vest US Equity Deep Buffer ETF April position peaked at $1.4K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.