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

Next 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
2021
Q4 		$2.78M Buy
87,801
+7,841
+10% +$245K 0.18% 119
2021
Q3 		$2.45M Buy
79,960
+3,803
+5% +$117K 0.19% 120
2021
Q2 		$2.33M Buy
+76,157
New +$2.3M 0.19% 126

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MFG
Mission Financial Group Las Vegas, Nevada $108M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's DAPR Position: Q4 2021 in Review

Next Financial Group increased its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 9.8% in Q4 2021, buying an estimated $245K and bringing the position to 87,801 shares worth $2.78M. The position accounts for 0.18% of the portfolio, ranked #119.

Next Financial Group first reported a position in DAPR in Q2 2021 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold DAPR as of Q4 2021.

  • Next Financial Group held 87,801 shares of FT Vest US Equity Deep Buffer ETF April worth $2.78M as of Q4 2021.
  • Next Financial Group bought 7,841 FT Vest US Equity Deep Buffer ETF April shares in Q4 2021, an estimated $245K.
  • FT Vest US Equity Deep Buffer ETF April made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #119 holding.
  • Next Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2021 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.