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Centerpoint Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Centerpoint Advisors’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
-218
Closed -$9K – 577
2023
Q2 		$9K Sell
218
-478
-69% -$18.2K ﹤0.01% 343
2023
Q1 		$26K Buy
+696
New +$25.4K 0.01% 222

Other funds holding FFEB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
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

Centerpoint Advisors's FFEB Position: Q3 2023 in Review

Centerpoint Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q3 2023, closing a stake of 218 shares — an estimated $9K sold.

Centerpoint Advisors first reported a position in FFEB in Q1 2023 and held it in 2 quarters. The position peaked at $26K in Q1 2023. 113 funds tracked by Wall St. Rank hold FFEB as of Q3 2023.

  • Centerpoint Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 218 FT Vest US Equity Buffer ETF February shares in Q3 2023, an estimated $9K.
  • Centerpoint Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's FT Vest US Equity Buffer ETF February position peaked at $26K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.