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Insight Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Insight Advisors’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,799
Closed -$649K – 286
2023
Q2 		$649K Buy
20,799
+4,411
+27% +$133K 0.14% 112
2023
Q1 		$485K Buy
+16,388
New +$475K 0.11% 151

Other funds holding GFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Insight Advisors's GFEB Position: Q3 2023 in Review

Insight Advisors sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2023, closing a stake of 20,799 shares — an estimated $649K sold.

Insight Advisors first reported a position in GFEB in Q1 2023 and held it in 2 quarters. The position peaked at $649K in Q2 2023. 37 funds tracked by Wall St. Rank hold GFEB as of Q3 2023.

  • Insight Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2023 after selling out during the quarter.
  • Insight Advisors sold 20,799 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2023, an estimated $649K.
  • Insight Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 2 quarters.
  • Insight Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $649K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2023.

Based on Insight Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.