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Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History

Plotkin Financial 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
2021
Q4 		– Sell
-6,495
Closed -$200K – 91
2021
Q3 		$200K Sell
6,495
-418
-6% -$13.1K 0.12% 89
2021
Q2 		$213K Buy
+6,913
New +$209K 0.12% 97

Other funds holding FAPR

GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
ETIA
Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return

Plotkin Financial Advisors's FAPR Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of FT Vest US Equity Buffer ETF April (FAPR) in Q4 2021, closing a stake of 6,495 shares — an estimated $200K sold.

Plotkin Financial Advisors first reported a position in FAPR in Q2 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2021. 48 funds tracked by Wall St. Rank hold FAPR as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining FT Vest US Equity Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 6,495 FT Vest US Equity Buffer ETF April shares in Q4 2021, an estimated $200K.
  • Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF April in Q2 2021 and held it in 2 quarters.
  • Plotkin Financial Advisors's FT Vest US Equity Buffer ETF April position peaked at $213K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF April as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.