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

Clear Point 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
2024 Q4	–	Sell	-200	Closed	-$8.35K	–	213
2024 Q3	$8.35K	Hold	200	–	–	0.01%	349
2024 Q2	$8.07K	Hold	200	–	–	0.01%	349
2024 Q1	$7.82K	Hold	200	–	–	0.01%	351
2023 Q4	$7.5K	Buy	+200	New	+$7.18K	0.01%	335

Other funds holding DFEB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

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

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

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

Clear Point Advisors's DFEB Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2024, closing a stake of 200 shares — an estimated $8.35K sold.

Clear Point Advisors first reported a position in DFEB in Q4 2023 and held it in 4 quarters. The position peaked at $8.35K in Q3 2024. 102 funds tracked by Wall St. Rank hold DFEB as of Q4 2024.

Clear Point Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 200 FT Vest US Equity Deep Buffer ETF February shares in Q4 2024, an estimated $8.35K.
Clear Point Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $8.35K in Q3 2024.
102 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.