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Naviter Wealth’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Naviter Wealth’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
Q4 		– Sell
-6,348
Closed -$205K – 224
2023
Q3 		$205K Sell
6,348
-3,814
-38% -$126K 0.05% 194
2023
Q2 		$343K Buy
+10,162
New +$320K 0.09% 191

Other funds holding FAPR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return

Naviter Wealth's FAPR Position: Q4 2023 in Review

Naviter Wealth sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q4 2023, closing a stake of 6,348 shares — an estimated $205K sold.

Naviter Wealth first reported a position in FAPR in Q2 2023 and held it in 2 quarters. The position peaked at $343K in Q2 2023. 98 funds tracked by Wall St. Rank hold FAPR as of Q4 2023.

  • Naviter Wealth reported no remaining FT Vest US Equity Buffer ETF April position as of Q4 2023 after selling out during the quarter.
  • Naviter Wealth sold 6,348 FT Vest US Equity Buffer ETF April shares in Q4 2023, an estimated $205K.
  • Naviter Wealth first reported a position in FT Vest US Equity Buffer ETF April in Q2 2023 and held it in 2 quarters.
  • Naviter Wealth's FT Vest US Equity Buffer ETF April position peaked at $343K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q4 2023.

Based on Naviter Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.