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

Outlook Wealth Advisors’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
2024
Q1 		– Sell
-35,356
Closed -$1.24M – 265
2023
Q4 		$1.24M Buy
+35,356
New +$1.18M 0.43% 49

Other funds holding FAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Outlook Wealth Advisors's FAPR Position: Q1 2024 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q1 2024, closing a stake of 35,356 shares — an estimated $1.24M sold.

Outlook Wealth Advisors first reported a position in FAPR in Q4 2023 and held it in 1 quarter. The position peaked at $1.24M in Q4 2023. 85 funds tracked by Wall St. Rank hold FAPR as of Q1 2024.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 35,356 FT Vest US Equity Buffer ETF April shares in Q1 2024, an estimated $1.24M.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • Outlook Wealth Advisors's FT Vest US Equity Buffer ETF April position peaked at $1.24M in Q4 2023.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q1 2024.

Based on Outlook Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.