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L.J. Altfest & Co’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

L.J. Altfest & Co’s Portfolio GAPR Stock Details GAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200,723
Closed -$6.57M – 320
2023
Q4 		$6.57M Buy
+200,723
New +$6.32M 0.95% 25

Other funds holding GAPR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

L.J. Altfest & Co's GAPR Position: Q1 2024 in Review

L.J. Altfest & Co sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q1 2024, closing a stake of 200,723 shares — an estimated $6.57M sold.

L.J. Altfest & Co first reported a position in GAPR in Q4 2023 and held it in 1 quarter. The position peaked at $6.57M in Q4 2023. 55 funds tracked by Wall St. Rank hold GAPR as of Q1 2024.

  • L.J. Altfest & Co reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 200,723 FT Vest US Equity Moderate Buffer ETF April shares in Q1 2024, an estimated $6.57M.
  • L.J. Altfest & Co first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • L.J. Altfest & Co's FT Vest US Equity Moderate Buffer ETF April position peaked at $6.57M in Q4 2023.
  • 55 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q1 2024.

Based on L.J. Altfest & Co's 13F filing for Q1 2024, filed 22 Apr 2024.