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SageView Advisory Group’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

SageView Advisory Group’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
2024
Q1 		– Sell
-13,348
Closed -$438K – 557
2023
Q4 		$438K Buy
+13,348
New +$416K 0.02% 419
2023
Q1 		– Sell
-7,540
Closed -$222K – 462
2022
Q4 		$222K Buy
+7,540
New +$222K 0.02% 384

Other funds holding DAPR

HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SageView Advisory Group's DAPR Position: Q1 2024 in Review

SageView Advisory Group sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q1 2024, closing a stake of 13,348 shares — an estimated $438K sold.

SageView Advisory Group first reported a position in DAPR in Q4 2022 and held it in 2 quarters. The position peaked at $438K in Q4 2023. 61 funds tracked by Wall St. Rank hold DAPR as of Q1 2024.

  • SageView Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 13,348 FT Vest US Equity Deep Buffer ETF April shares in Q1 2024, an estimated $438K.
  • SageView Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2022 and held it in 2 quarters.
  • SageView Advisory Group's FT Vest US Equity Deep Buffer ETF April position peaked at $438K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.