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FinTrust Capital Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

FinTrust Capital 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
Q3 		$292K Hold
7,000
– – 0.05% 252
2024
Q2 		$282K Sell
7,000
-4,000
-36% -$157K 0.05% 235
2024
Q1 		$430K Buy
+11,000
New +$420K 0.08% 183

Other funds holding DFEB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FinTrust Capital Advisors's DFEB Position: Q3 2024 in Review

FinTrust Capital Advisors held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q3 2024 at 7,000 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #252.

FinTrust Capital Advisors first reported a position in DFEB in Q1 2024 and has held it in 3 quarters since. The position peaked at $430K in Q1 2024. 98 funds tracked by Wall St. Rank hold DFEB as of Q3 2024.

  • FinTrust Capital Advisors held 7,000 shares of FT Vest US Equity Deep Buffer ETF February worth $292K as of Q3 2024.
  • FinTrust Capital Advisors left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q3 2024.
  • FT Vest US Equity Deep Buffer ETF February made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #252 holding.
  • FinTrust Capital Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and has held it in 3 quarters since.
  • FinTrust Capital Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $430K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.