BTI
DFEB icon

Blue Trust Inc’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-335
Closed -$11K – 2091
2023
Q2 		$11K Buy
+335
New +$11.5K ﹤0.01% 1266

Other funds holding DFEB

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Blue Trust Inc's DFEB Position: Q3 2023 in Review

Blue Trust Inc sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2023, closing a stake of 335 shares — an estimated $11K sold.

Blue Trust Inc first reported a position in DFEB in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 79 funds tracked by Wall St. Rank hold DFEB as of Q3 2023.

  • Blue Trust Inc reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 335 FT Vest US Equity Deep Buffer ETF February shares in Q3 2023, an estimated $11K.
  • Blue Trust Inc first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's FT Vest US Equity Deep Buffer ETF February position peaked at $11K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.