Sigma Planning Corp
DAPR icon

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

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
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Hartford Financial Management
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Cetera Advisor Networks
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Tanglewood Legacy Advisors
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 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.