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Avior Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Avior Wealth Management’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,211
Closed -$120K – 1600
2023
Q1 		$120K Buy
+3,211
New +$117K 0.01% 605

Other funds holding FFEB

3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Avior Wealth Management's FFEB Position: Q2 2023 in Review

Avior Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2023, closing a stake of 3,211 shares — an estimated $120K sold.

Avior Wealth Management first reported a position in FFEB in Q1 2023 and held it in 1 quarter. The position peaked at $120K in Q1 2023. 101 funds tracked by Wall St. Rank hold FFEB as of Q2 2023.

  • Avior Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 3,211 FT Vest US Equity Buffer ETF February shares in Q2 2023, an estimated $120K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $120K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.