N.E.W. Advisory Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,903
Closed -$589K 164
2023
Q3
$589K Buy
+16,903
New +$600K 0.08% 89

Other funds holding DFEB

N.E.W. Advisory Services's DFEB Position: Q4 2023 in Review

N.E.W. Advisory Services sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2023, closing a stake of 16,903 shares — an estimated $589K sold.

N.E.W. Advisory Services first reported a position in DFEB in Q3 2023 and held it in 1 quarter. The position peaked at $589K in Q3 2023. 81 funds tracked by Wall St. Rank hold DFEB as of Q4 2023.

  • N.E.W. Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2023 after selling out during the quarter.
  • N.E.W. Advisory Services sold 16,903 FT Vest US Equity Deep Buffer ETF February shares in Q4 2023, an estimated $589K.
  • N.E.W. Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2023 and held it in 1 quarter.
  • N.E.W. Advisory Services's FT Vest US Equity Deep Buffer ETF February position peaked at $589K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2023.

Based on N.E.W. Advisory Services's 13F filing for Q4 2023, filed 6 Feb 2024.