CA
DFEB icon

Calton & Associates’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Calton & Associates’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
2020
Q4 		– Sell
-14,355
Closed -$444K – 390
2020
Q3 		$444K Hold
14,355
– – 0.09% 169
2020
Q2 		$429K Hold
14,355
– – 0.09% 166
2020
Q1 		$395K Buy
+14,355
New +$404K 0.1% 167

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Calton & Associates's DFEB Position: Q4 2020 in Review

Calton & Associates sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2020, closing a stake of 14,355 shares — an estimated $444K sold.

Calton & Associates first reported a position in DFEB in Q1 2020 and held it in 3 quarters. The position peaked at $444K in Q3 2020. 79 funds tracked by Wall St. Rank hold DFEB as of Q4 2020.

  • Calton & Associates reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2020 after selling out during the quarter.
  • Calton & Associates sold 14,355 FT Vest US Equity Deep Buffer ETF February shares in Q4 2020, an estimated $444K.
  • Calton & Associates first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 3 quarters.
  • Calton & Associates's FT Vest US Equity Deep Buffer ETF February position peaked at $444K in Q3 2020.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2020.

Based on Calton & Associates's 13F filing for Q4 2020, filed 25 Jan 2021.