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Impact Partnership Wealth’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-64
Closed -$2.4K – 744
2023
Q4 		$2.4K Buy
+64
New +$2.3K ﹤0.01% 672

Other funds holding DFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Impact Partnership Wealth's DFEB Position: Q1 2024 in Review

Impact Partnership Wealth sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2024, closing a stake of 64 shares — an estimated $2.4K sold.

Impact Partnership Wealth first reported a position in DFEB in Q4 2023 and held it in 1 quarter. The position peaked at $2.4K in Q4 2023. 96 funds tracked by Wall St. Rank hold DFEB as of Q1 2024.

  • Impact Partnership Wealth reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 64 FT Vest US Equity Deep Buffer ETF February shares in Q1 2024, an estimated $2.4K.
  • Impact Partnership Wealth first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's FT Vest US Equity Deep Buffer ETF February position peaked at $2.4K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.