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Asset Dedication LLC’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Asset Dedication LLC’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-62
Closed -$2K – 977
2022
Q4 		$2K Buy
+62
New +$2.07K ﹤0.01% 854

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Envestnet Asset Management
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Asset Dedication LLC's DFEB Position: Q1 2023 in Review

Asset Dedication LLC sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2023, closing a stake of 62 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in DFEB in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 87 funds tracked by Wall St. Rank hold DFEB as of Q1 2023.

  • Asset Dedication LLC reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • Asset Dedication LLC sold 62 FT Vest US Equity Deep Buffer ETF February shares in Q1 2023, an estimated $2K.
  • Asset Dedication LLC first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2022 and held it in 1 quarter.
  • Asset Dedication LLC's FT Vest US Equity Deep Buffer ETF February position peaked at $2K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2023.

Based on Asset Dedication LLC's 13F filing for Q1 2023, filed 24 Apr 2023.