Authentikos Wealth Advisory’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Authentikos Wealth Advisory’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 Q4	–	Sell	-15	Closed	-$523	–	176
2023 Q3	$523	Buy	+15	New	+$532	﹤0.01%	562
2023 Q2	–	Sell	-7,345	Closed	-$245K	–	67
2023 Q1	$245K	Buy	+7,345	New	+$244K	0.25%	58

Other funds holding DFEB

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Authentikos Wealth Advisory's DFEB Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2023, closing a stake of 15 shares — an estimated $523 sold.

Authentikos Wealth Advisory first reported a position in DFEB in Q1 2023 and held it in 2 quarters. The position peaked at $245K in Q1 2023. 81 funds tracked by Wall St. Rank hold DFEB as of Q4 2023.

Authentikos Wealth Advisory reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 15 FT Vest US Equity Deep Buffer ETF February shares in Q4 2023, an estimated $523.
Authentikos Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and held it in 2 quarters.
Authentikos Wealth Advisory's FT Vest US Equity Deep Buffer ETF February position peaked at $245K in Q1 2023.
81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.