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Axxcess Wealth Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Axxcess Wealth Management’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
2024
Q3 		– Sell
-5,299
Closed -$214K – 899
2024
Q2 		$214K Buy
+5,299
New +$208K 0.01% 779
2023
Q4 		– Sell
-15,652
Closed -$545K – 863
2023
Q3 		$545K Buy
+15,652
New +$555K 0.02% 449

Other funds holding DFEB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's DFEB Position: Q3 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2024, closing a stake of 5,299 shares — an estimated $214K sold.

Axxcess Wealth Management first reported a position in DFEB in Q3 2023 and held it in 2 quarters. The position peaked at $545K in Q3 2023. 99 funds tracked by Wall St. Rank hold DFEB as of Q3 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,299 FT Vest US Equity Deep Buffer ETF February shares in Q3 2024, an estimated $214K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF February position peaked at $545K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.