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

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-5,447
Closed -$159K – 741
2022
Q2 		$159K Buy
5,447
+84
+2% +$2.55K 0.03% 429
2022
Q1 		$170K Sell
5,363
-3,101
-37% -$96.5K 0.03% 444
2021
Q4 		$268K Hold
8,464
– – 0.04% 381
2021
Q3 		$259K Buy
+8,464
New +$261K 0.05% 382

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DAPR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q3 2022, closing a stake of 5,447 shares — an estimated $159K sold.

Patriot Financial Group Insurance Agency first reported a position in DAPR in Q3 2021 and held it in 4 quarters. The position peaked at $268K in Q4 2021. 59 funds tracked by Wall St. Rank hold DAPR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,447 FT Vest US Equity Deep Buffer ETF April shares in Q3 2022, an estimated $159K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF April in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF April position peaked at $268K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.