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WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History

WealthPLAN Partners’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
-19,025
Closed -$564K – 1289
2023
Q1 		$564K Sell
19,025
-2,175
-10% -$64.5K 0.06% 181
2022
Q4 		$638K Buy
+21,200
New +$625K 0.04% 222
2022
Q1 		$1.29M Buy
+42,431
New +$1.32M 0.09% 149

Other funds holding DAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 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 $403M AUM 22.57% 1-Year Est. Return

WealthPLAN Partners's DAPR Position: Q2 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF April (DAPR) in Q2 2023, closing a stake of 19,025 shares — an estimated $564K sold.

WealthPLAN Partners first reported a position in DAPR in Q1 2022 and held it in 3 quarters. The position peaked at $1.29M in Q1 2022. 72 funds tracked by Wall St. Rank hold DAPR as of Q2 2023.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 19,025 FT Vest US Equity Deep Buffer ETF April shares in Q2 2023, an estimated $564K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF April in Q1 2022 and held it in 3 quarters.
  • WealthPLAN Partners'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 Partners's 13F filing for Q2 2023, filed 31 Jul 2023.