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Lifestyle Asset Management’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History

Lifestyle Asset Management’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
2023
Q3 		– Sell
-899,878
Closed -$28M – 95
2023
Q2 		$28M Buy
+899,878
New +$27.2M 16.79% 1

Other funds holding GAPR

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Lifestyle Asset Management's GAPR Position: Q3 2023 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Moderate Buffer ETF April (GAPR) in Q3 2023, closing a stake of 899,878 shares — an estimated $28M sold.

Lifestyle Asset Management first reported a position in GAPR in Q2 2023 and held it in 1 quarter. The position peaked at $28M in Q2 2023. 54 funds tracked by Wall St. Rank hold GAPR as of Q3 2023.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 899,878 FT Vest US Equity Moderate Buffer ETF April shares in Q3 2023, an estimated $28M.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Lifestyle Asset Management's FT Vest US Equity Moderate Buffer ETF April position peaked at $28M in Q2 2023.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF April as of Q3 2023.

Based on Lifestyle Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.