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Legacy Capital Group California’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Legacy Capital Group California’s Portfolio FAPR Stock Details FAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-122,671
Closed -$4.29M – 306
2023
Q4 		$4.29M Buy
+122,671
New +$4.08M 1.66% 7

Other funds holding FAPR

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Legacy Capital Group California's FAPR Position: Q1 2024 in Review

Legacy Capital Group California sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q1 2024, closing a stake of 122,671 shares — an estimated $4.29M sold.

Legacy Capital Group California first reported a position in FAPR in Q4 2023 and held it in 1 quarter. The position peaked at $4.29M in Q4 2023. 85 funds tracked by Wall St. Rank hold FAPR as of Q1 2024.

  • Legacy Capital Group California reported no remaining FT Vest US Equity Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 122,671 FT Vest US Equity Buffer ETF April shares in Q1 2024, an estimated $4.29M.
  • Legacy Capital Group California first reported a position in FT Vest US Equity Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • Legacy Capital Group California's FT Vest US Equity Buffer ETF April position peaked at $4.29M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.