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Sigma Planning Corp’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-35,766
Closed -$1.05M – 1308
2022
Q4 		$1.05M Buy
35,766
+25,100
+235% +$740K 0.04% 458
2022
Q3 		$305K Sell
10,666
-1,805
-14% -$54K 0.01% 934
2022
Q2 		$363K Buy
+12,471
New +$378K 0.01% 894

Other funds holding DAPR

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Sigma Planning Corp's DAPR Position: Q1 2023 in Review

Sigma Planning Corp sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q1 2023, closing a stake of 35,766 shares — an estimated $1.05M sold.

Sigma Planning Corp first reported a position in DAPR in Q2 2022 and held it in 3 quarters. The position peaked at $1.05M in Q4 2022. 77 funds tracked by Wall St. Rank hold DAPR as of Q1 2023.

  • Sigma Planning Corp reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 35,766 FT Vest US Equity Deep Buffer ETF April shares in Q1 2023, an estimated $1.05M.
  • Sigma Planning Corp first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 3 quarters.
  • Sigma Planning Corp's FT Vest US Equity Deep Buffer ETF April position peaked at $1.05M in Q4 2022.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.