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B.O.S.S. Retirement Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		– Sell
-18,472
Closed -$621K – 246
2023
Q1 		$621K Buy
18,472
+214
+1% +$7.12K 0.15% 166
2022
Q4 		$609K Buy
+18,258
New +$611K 0.16% 163

Other funds holding DFEB

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFEB Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2023, closing a stake of 18,472 shares — an estimated $621K sold.

B.O.S.S. Retirement Advisors first reported a position in DFEB in Q4 2022 and held it in 2 quarters. The position peaked at $621K in Q1 2023. 83 funds tracked by Wall St. Rank hold DFEB as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 18,472 FT Vest US Equity Deep Buffer ETF February shares in Q2 2023, an estimated $621K.
  • B.O.S.S. Retirement Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $621K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.