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

Baker Tilly 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 Q1	–	Sell	-30,248	Closed	-$1.13M	–	422
2023 Q4	$1.13M	Hold	30,248	–	–	0.19%	122
2023 Q3	$1.05M	Hold	30,248	–	–	0.17%	122
2023 Q2	$1.07M	Buy	+30,248	New	+$1.03M	0.11%	191

Other funds holding DFEB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baker Tilly Wealth Management's DFEB Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2024, closing a stake of 30,248 shares — an estimated $1.13M sold.

Baker Tilly Wealth Management first reported a position in DFEB in Q2 2023 and held it in 3 quarters. The position peaked at $1.13M in Q4 2023. 95 funds tracked by Wall St. Rank hold DFEB as of Q1 2024.

Baker Tilly Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 30,248 FT Vest US Equity Deep Buffer ETF February shares in Q1 2024, an estimated $1.13M.
Baker Tilly Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2023 and held it in 3 quarters.
Baker Tilly Wealth Management's FT Vest US Equity Deep Buffer ETF February position peaked at $1.13M in Q4 2023.
95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.