Tradition Wealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

Tradition Wealth Management’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 Q2	–	Sell	-128	Closed	-$4K	–	1391
2023 Q1	$4K	Hold	128	–	–	﹤0.01%	1197
2022 Q4	$4K	Hold	128	–	–	﹤0.01%	1077
2022 Q3	$4K	Hold	128	–	–	﹤0.01%	1099
2022 Q2	$4K	Hold	128	–	–	﹤0.01%	989
2022 Q1	$4K	Hold	128	–	–	﹤0.01%	1067
2021 Q4	$4K	Buy	+128	New	+$4K	﹤0.01%	1081

Other funds holding DAPR

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

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Tradition Wealth Management's DAPR Position: Q2 2023 in Review

Tradition Wealth Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 128 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in DAPR in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2023. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

Tradition Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
Tradition Wealth Management sold 128 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $4K.
Tradition Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q4 2021 and held it in 6 quarters.
Tradition Wealth Management's FT Vest US Equity Deep Buffer ETF April position peaked at $4K in Q1 2023.
72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.