Texas Capital Bank Wealth Management Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Texas Capital Bank Wealth Management 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	–	Sell	-221,950	Closed	-$6.35M	–	173
2022 Q3	$6.35M	Hold	221,950	–	–	0.82%	40
2022 Q2	$6.47M	Buy	+221,950	New	+$6.73M	0.75%	43

Other funds holding DAPR

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DAPR Position: Q4 2022 in Review

Texas Capital Bank Wealth Management Services sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q4 2022, closing a stake of 221,950 shares — an estimated $6.35M sold.

Texas Capital Bank Wealth Management Services first reported a position in DAPR in Q2 2022 and held it in 2 quarters. The position peaked at $6.47M in Q2 2022. 71 funds tracked by Wall St. Rank hold DAPR as of Q4 2022.

Texas Capital Bank Wealth Management Services reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q4 2022 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 221,950 FT Vest US Equity Deep Buffer ETF April shares in Q4 2022, an estimated $6.35M.
Texas Capital Bank Wealth Management Services first reported a position in FT Vest US Equity Deep Buffer ETF April in Q2 2022 and held it in 2 quarters.
Texas Capital Bank Wealth Management Services's FT Vest US Equity Deep Buffer ETF April position peaked at $6.47M in Q2 2022.
71 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q4 2022.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2022, filed 9 Feb 2023.