Macroview Investment Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Macroview Investment Management’s Portfolio FFEB Stock Details FFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,600	Closed	-$92.5K	–	475
2022 Q4	$92.5K	Hold	2,600	–	–	0.16%	69
2022 Q3	$87K	Hold	2,600	–	–	0.16%	65
2022 Q2	$89K	Hold	2,600	–	–	0.15%	71
2022 Q1	$99K	Hold	2,600	–	–	0.14%	67
2021 Q4	$100K	Hold	2,600	–	–	0.13%	65
2021 Q3	$95K	Hold	2,600	–	–	0.12%	63
2021 Q2	$95K	Buy	+2,600	New	+$92.8K	0.13%	65

Other funds holding FFEB

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Macroview Investment Management's FFEB Position: Q1 2023 in Review

Macroview Investment Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2023, closing a stake of 2,600 shares — an estimated $92.5K sold.

Macroview Investment Management first reported a position in FFEB in Q2 2021 and held it in 7 quarters. The position peaked at $100K in Q4 2021. 97 funds tracked by Wall St. Rank hold FFEB as of Q1 2023.

Macroview Investment Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2023 after selling out during the quarter.
Macroview Investment Management sold 2,600 FT Vest US Equity Buffer ETF February shares in Q1 2023, an estimated $92.5K.
Macroview Investment Management first reported a position in FT Vest US Equity Buffer ETF February in Q2 2021 and held it in 7 quarters.
Macroview Investment Management's FT Vest US Equity Buffer ETF February position peaked at $100K in Q4 2021.
97 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2023.

Based on Macroview Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.