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

Blue Trust Inc’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
Q3 		– Sell
-855
Closed -$32K – 2112
2023
Q2 		$32K Buy
+855
New +$32.6K ﹤0.01% 856

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SWA
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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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Blue Trust Inc sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q3 2023, closing a stake of 855 shares — an estimated $32K sold.

Blue Trust Inc first reported a position in FFEB in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 113 funds tracked by Wall St. Rank hold FFEB as of Q3 2023.

  • Blue Trust Inc reported no remaining FT Vest US Equity Buffer ETF February position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 855 FT Vest US Equity Buffer ETF February shares in Q3 2023, an estimated $32K.
  • Blue Trust Inc first reported a position in FT Vest US Equity Buffer ETF February in Q2 2023 and held it in 1 quarter.
  • Blue Trust Inc's FT Vest US Equity Buffer ETF February position peaked at $32K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q3 2023.

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