Mid Atlantic Financial Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$454K	Sell	13,245 -10,985	-45%	-$378K	0.03%	485
2021 Q2	$829K	Buy	24,230 +1,055	+5%	+$35.7K	0.06%	302
2021 Q1	$769K	Buy	23,175 +540	+2%	+$17.6K	0.06%	317
2020 Q4	$733K	Sell	22,635 -1,255	-5%	-$39.7K	0.06%	303
2020 Q3	$754K	Sell	23,890 -10,185	-30%	-$313K	0.07%	265
2020 Q2	$1.02M	Buy	34,075 +4,705	+16%	+$137K	0.1%	186
2020 Q1	$809K	Buy	+29,370	New	+$827K	0.09%	204

Other funds holding DFEB

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

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

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

Mid Atlantic Financial Management's DFEB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 45% in Q3 2021, selling an estimated $378K and leaving 13,245 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #485.

Mid Atlantic Financial Management first reported a position in DFEB in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2020. 72 funds tracked by Wall St. Rank hold DFEB as of Q3 2021.

Mid Atlantic Financial Management held 13,245 shares of FT Vest US Equity Deep Buffer ETF February worth $454K as of Q3 2021.
Mid Atlantic Financial Management sold 10,985 FT Vest US Equity Deep Buffer ETF February shares in Q3 2021, an estimated $378K.
FT Vest US Equity Deep Buffer ETF February made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #485 holding.
Mid Atlantic Financial Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's FT Vest US Equity Deep Buffer ETF February position peaked at $1.02M in Q2 2020.
72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.