Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Cypress Wealth 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 Q4	–	Sell	-7,500	Closed	-$257K	–	235
2021 Q3	$257K	Hold	7,500	–	–	0.08%	185
2021 Q2	$257K	Sell	7,500 -20,100	-73%	-$680K	0.07%	213
2021 Q1	$916K	Hold	27,600	–	–	0.19%	94
2020 Q4	$894K	Buy	+27,600	New	+$873K	0.2%	87
2020 Q3	–	Sell	-20,100	Closed	-$618K	–	309
2020 Q2	$600K	Buy	+20,100	New	+$585K	0.14%	130

Other funds holding DFEB

APA

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

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

EFL

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cypress Wealth Services's DFEB Position: Q4 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2021, closing a stake of 7,500 shares — an estimated $257K sold.

Cypress Wealth Services first reported a position in DFEB in Q2 2020 and held it in 5 quarters. The position peaked at $916K in Q1 2021. 75 funds tracked by Wall St. Rank hold DFEB as of Q4 2021.

Cypress Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2021 after selling out during the quarter.
Cypress Wealth Services sold 7,500 FT Vest US Equity Deep Buffer ETF February shares in Q4 2021, an estimated $257K.
Cypress Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2020 and held it in 5 quarters.
Cypress Wealth Services's FT Vest US Equity Deep Buffer ETF February position peaked at $916K in Q1 2021.
75 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.