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

Nations Financial Group’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
2023
Q2 		– Sell
-13,081
Closed -$404K – 625
2023
Q1 		$404K Sell
13,081
-5,522
-30% -$167K 0.04% 416
2022
Q4 		$544K Sell
18,603
-5,098
-22% -$148K 0.06% 333
2022
Q3 		$654K Sell
23,701
-315
-1% -$9.28K 0.09% 235
2022
Q2 		$682K Buy
+24,016
New +$719K 0.09% 238

Other funds holding FAPR

MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Nations Financial Group sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q2 2023, closing a stake of 13,081 shares — an estimated $404K sold.

Nations Financial Group first reported a position in FAPR in Q2 2022 and held it in 4 quarters. The position peaked at $682K in Q2 2022. 81 funds tracked by Wall St. Rank hold FAPR as of Q2 2023.

  • Nations Financial Group reported no remaining FT Vest US Equity Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Nations Financial Group sold 13,081 FT Vest US Equity Buffer ETF April shares in Q2 2023, an estimated $404K.
  • Nations Financial Group first reported a position in FT Vest US Equity Buffer ETF April in Q2 2022 and held it in 4 quarters.
  • Nations Financial Group's FT Vest US Equity Buffer ETF April position peaked at $682K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q2 2023.

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