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WealthPlan Investment Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

WealthPlan Investment 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
-2,264
Closed -$67.2K – 394
2023
Q1 		$67.2K Sell
2,264
-18,936
-89% -$562K 0.01% 225
2022
Q4 		$638K Sell
21,200
-472
-2% -$13.9K 0.04% 222
2022
Q3 		$643K Buy
+21,672
New +$648K 0.05% 208
2022
Q1 		$1.29M Buy
+42,431
New +$1.32M 0.09% 149

Other funds holding DAPR

Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Envestnet Asset Management
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

WealthPlan Investment Management's DAPR Position: Q2 2023 in Review

WealthPlan Investment Management sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 2,264 shares — an estimated $67.2K sold.

WealthPlan Investment Management first reported a position in DAPR in Q1 2022 and held it in 4 quarters. The position peaked at $1.29M in Q1 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • WealthPlan Investment Management reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,264 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $67.2K.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's FT Vest US Equity Deep Buffer ETF April position peaked at $1.29M in Q1 2022.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF April as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.