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Outlook Wealth Advisors’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Outlook Wealth Advisors’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
-20,618
Closed -$612K – 203
2023
Q1 		$612K Sell
20,618
-752
-4% -$22.3K 0.27% 100
2022
Q4 		$630K Buy
+21,370
New +$630K 0.3% 89

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

Outlook Wealth Advisors's DAPR Position: Q2 2023 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 20,618 shares — an estimated $612K sold.

Outlook Wealth Advisors first reported a position in DAPR in Q4 2022 and held it in 2 quarters. The position peaked at $630K in Q4 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 20,618 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $612K.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2022 and held it in 2 quarters.
  • Outlook Wealth Advisors's FT Vest US Equity Deep Buffer ETF April position peaked at $630K 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 Outlook Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.