Creative Planning
DFEB icon

Creative Planning’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Creative Planning’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
2022
Q3 		– Sell
-9,011
Closed -$299K – 2348
2022
Q2 		$299K Buy
+9,011
New +$310K ﹤0.01% 1611

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Creative Planning's DFEB Position: Q3 2022 in Review

Creative Planning sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2022, closing a stake of 9,011 shares — an estimated $299K sold.

Creative Planning first reported a position in DFEB in Q2 2022 and held it in 1 quarter. The position peaked at $299K in Q2 2022. 77 funds tracked by Wall St. Rank hold DFEB as of Q3 2022.

  • Creative Planning reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 9,011 FT Vest US Equity Deep Buffer ETF February shares in Q3 2022, an estimated $299K.
  • Creative Planning first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2022 and held it in 1 quarter.
  • Creative Planning's FT Vest US Equity Deep Buffer ETF February position peaked at $299K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.