SCFS
DAPR icon

S.C. Financial Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

S.C. Financial Services’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
Q4 		$302K Buy
10,247
+2,735
+36% +$80.6K 0.46% 72
2022
Q3 		$215K Hold
7,512
– – 0.34% 100
2022
Q2 		$219K Buy
+7,512
New +$228K 0.34% 104

Other funds holding DAPR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

S.C. Financial Services's DAPR Position: Q4 2022 in Review

S.C. Financial Services increased its FT Vest US Equity Deep Buffer ETF April (DAPR) stake by 36% in Q4 2022, buying an estimated $80.6K and bringing the position to 10,247 shares worth $302K. The position accounts for 0.46% of the portfolio, ranked #72.

S.C. Financial Services first reported a position in DAPR in Q2 2022 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold DAPR as of Q4 2022.

  • S.C. Financial Services held 10,247 shares of FT Vest US Equity Deep Buffer ETF April worth $302K as of Q4 2022.
  • S.C. Financial Services bought 2,735 FT Vest US Equity Deep Buffer ETF April shares in Q4 2022, an estimated $80.6K.
  • FT Vest US Equity Deep Buffer ETF April made up 0.46% of S.C. Financial Services's portfolio in Q4 2022, its #72 holding.
  • S.C. Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.