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Richard W. Paul & Associates’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Richard W. Paul & Associates’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
-9
Closed -$267 – 552
2023
Q1 		$267 Sell
9
-2
-18% -$59 ﹤0.01% 524
2022
Q4 		$324 Buy
+11
New +$324 ﹤0.01% 511

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

Richard W. Paul & Associates's DAPR Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 9 shares — an estimated $267 sold.

Richard W. Paul & Associates first reported a position in DAPR in Q4 2022 and held it in 2 quarters. The position peaked at $324 in Q4 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 9 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $267.
  • Richard W. Paul & Associates first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's FT Vest US Equity Deep Buffer ETF April position peaked at $324 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 Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.