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Lloyd Advisory Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Lloyd Advisory 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 		$1.07M Sell
36,315
-76
-0.2% -$2.24K 0.74% 25
2022
Q3 		$1.04M Buy
+36,391
New +$1.09M 0.76% 28

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

Lloyd Advisory Services's DAPR Position: Q4 2022 in Review

Lloyd Advisory Services reduced its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 0.21% in Q4 2022, selling an estimated $2.24K and leaving 36,315 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #25.

Lloyd Advisory Services first reported a position in DAPR in Q3 2022 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold DAPR as of Q4 2022.

  • Lloyd Advisory Services held 36,315 shares of FT Vest US Equity Deep Buffer ETF April worth $1.07M as of Q4 2022.
  • Lloyd Advisory Services sold 76 FT Vest US Equity Deep Buffer ETF April shares in Q4 2022, an estimated $2.24K.
  • FT Vest US Equity Deep Buffer ETF April made up 0.74% of Lloyd Advisory Services's portfolio in Q4 2022, its #25 holding.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q3 2022 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.