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BOK Financial’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

BOK Financial’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
Q1 		– Sell
-6,701
Closed -$223K – 1181
2022
Q4 		$223K Hold
6,701
– – ﹤0.01% 823
2022
Q3 		$219K Hold
6,701
– – ﹤0.01% 821
2022
Q2 		$222K Sell
6,701
-498
-7% -$17.1K ﹤0.01% 842
2022
Q1 		$258K Hold
7,199
– – ﹤0.01% 867
2021
Q4 		$253K Buy
+7,199
New +$251K ﹤0.01% 876

Other funds holding DFEB

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

BOK Financial's DFEB Position: Q1 2023 in Review

BOK Financial sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2023, closing a stake of 6,701 shares — an estimated $223K sold.

BOK Financial first reported a position in DFEB in Q4 2021 and held it in 5 quarters. The position peaked at $258K in Q1 2022. 87 funds tracked by Wall St. Rank hold DFEB as of Q1 2023.

  • BOK Financial reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 6,701 FT Vest US Equity Deep Buffer ETF February shares in Q1 2023, an estimated $223K.
  • BOK Financial first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2021 and held it in 5 quarters.
  • BOK Financial's FT Vest US Equity Deep Buffer ETF February position peaked at $258K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.