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Nations Financial Group’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Nations Financial Group’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
-50,435
Closed -$1.5M – 620
2023
Q1 		$1.5M Sell
50,435
-19,713
-28% -$585K 0.16% 159
2022
Q4 		$2.07M Buy
70,148
+23,062
+49% +$680K 0.23% 112
2022
Q3 		$1.35M Buy
47,086
+37,733
+403% +$1.13M 0.2% 125
2022
Q2 		$273K Buy
+9,353
New +$284K 0.04% 430

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

Nations Financial Group's DAPR Position: Q2 2023 in Review

Nations Financial Group sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 50,435 shares — an estimated $1.5M sold.

Nations Financial Group first reported a position in DAPR in Q2 2022 and held it in 4 quarters. The position peaked at $2.07M in Q4 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • Nations Financial Group reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 50,435 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $1.5M.
  • Nations Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 4 quarters.
  • Nations Financial Group's FT Vest US Equity Deep Buffer ETF April position peaked at $2.07M in Q4 2022.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on Nations Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.