Cascadia Advisory Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$3.7M	Buy	108,087 +63,263	+141%	+$2.18M	0.75%	32
2021 Q2	$1.53M	Sell	44,824 -8,820	-16%	-$299K	0.33%	100
2021 Q1	$1.78M	Buy	+53,644	New	+$1.75M	0.39%	90
2020 Q3	$2.28M	Sell	73,700 -3,805	-5%	-$117K	0.64%	36
2020 Q2	$2.31M	Buy	+77,505	New	+$2.26M	0.71%	32

Other funds holding DFEB

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

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

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

Cascadia Advisory Services's DFEB Position: Q3 2021 in Review

Cascadia Advisory Services increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 141% in Q3 2021, buying an estimated $2.18M and bringing the position to 108,087 shares worth $3.7M. The position accounts for 0.75% of the portfolio, ranked #32.

Cascadia Advisory Services first reported a position in DFEB in Q2 2020 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold DFEB as of Q3 2021.

Cascadia Advisory Services held 108,087 shares of FT Vest US Equity Deep Buffer ETF February worth $3.7M as of Q3 2021.
Cascadia Advisory Services bought 63,263 FT Vest US Equity Deep Buffer ETF February shares in Q3 2021, an estimated $2.18M.
FT Vest US Equity Deep Buffer ETF February made up 0.75% of Cascadia Advisory Services's portfolio in Q3 2021, its #32 holding.
Cascadia Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2020 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.