Global Retirement Partners’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Global Retirement Partners’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
2023 Q4	–	Sell	-124	Closed	-$4.3K	–	3386
2023 Q3	$4.3K	Hold	124	–	–	﹤0.01%	2247
2023 Q2	$4.39K	Hold	124	–	–	﹤0.01%	2253
2023 Q1	$4.18K	Hold	124	–	–	﹤0.01%	2231
2022 Q4	$4.13K	Hold	124	–	–	﹤0.01%	2086
2022 Q3	$4K	Sell	124 -263	-68%	-$8.94K	﹤0.01%	1985
2022 Q2	$13K	Hold	387	–	–	﹤0.01%	1516
2022 Q1	$13K	Buy	+387	New	+$13.7K	﹤0.01%	1514
2021 Q4	–	Sell	-78,354	Closed	-$2.68M	–	571
2021 Q3	$2.68M	Sell	78,354 -78	-0.1%	-$2.69K	0.27%	78
2021 Q2	$2.69M	Buy	+78,432	New	+$2.65M	0.28%	72

Other funds holding DFEB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Global Retirement Partners's DFEB Position: Q4 2023 in Review

Global Retirement Partners sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2023, closing a stake of 124 shares — an estimated $4.3K sold.

Global Retirement Partners first reported a position in DFEB in Q2 2021 and held it in 9 quarters. The position peaked at $2.69M in Q2 2021. 81 funds tracked by Wall St. Rank hold DFEB as of Q4 2023.

Global Retirement Partners reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2023 after selling out during the quarter.
Global Retirement Partners sold 124 FT Vest US Equity Deep Buffer ETF February shares in Q4 2023, an estimated $4.3K.
Global Retirement Partners first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2021 and held it in 9 quarters.
Global Retirement Partners's FT Vest US Equity Deep Buffer ETF February position peaked at $2.69M in Q2 2021.
81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.