Cambridge Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Cambridge Advisors’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	-7,441	Closed	-$248K	–	184
2022 Q4	$248K	Hold	7,441	–	–	0.07%	162
2022 Q3	$243K	Sell	7,441 -2,517	-25%	-$85.6K	0.07%	152
2022 Q2	$330K	Hold	9,958	–	–	0.09%	138
2022 Q1	$357K	Sell	9,958 -400	-4%	-$14.1K	0.09%	139
2021 Q4	$365K	Hold	10,358	–	–	0.08%	143
2021 Q3	$355K	Hold	10,358	–	–	0.09%	143
2021 Q2	$355K	Sell	10,358 -750	-7%	-$25.4K	0.09%	142
2021 Q1	$369K	Sell	11,108 -41,846	-79%	-$1.37M	0.09%	129
2020 Q4	$1.72M	Sell	52,954 -300	-0.6%	-$9.49K	0.46%	34
2020 Q3	$1.65M	Buy	53,254 +25	+0%	+$768	0.49%	32
2020 Q2	$1.59M	Buy	53,229 +2,543	+5%	+$74K	0.5%	32
2020 Q1	$1.4M	Buy	+50,686	New	+$1.43M	0.51%	32

Other funds holding DFEB

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Advisors's DFEB Position: Q1 2023 in Review

Cambridge Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2023, closing a stake of 7,441 shares — an estimated $248K sold.

Cambridge Advisors first reported a position in DFEB in Q1 2020 and held it in 12 quarters. The position peaked at $1.72M in Q4 2020. 87 funds tracked by Wall St. Rank hold DFEB as of Q1 2023.

Cambridge Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2023 after selling out during the quarter.
Cambridge Advisors sold 7,441 FT Vest US Equity Deep Buffer ETF February shares in Q1 2023, an estimated $248K.
Cambridge Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 12 quarters.
Cambridge Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $1.72M in Q4 2020.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2023.

Based on Cambridge Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.