Next Financial Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Next Financial Group’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 Q4	$120K	Sell	3,429 -98	-3%	-$3.42K	0.01%	1080
2021 Q3	$120K	Hold	3,527	–	–	0.01%	1036
2021 Q2	$120K	Sell	3,527 -237	-6%	-$8.02K	0.01%	1030
2021 Q1	$125K	Buy	3,764 +3,643	+3,011%	+$119K	0.01%	931
2020 Q4	$4K	Buy	+121	New	+$3.83K	﹤0.01%	2028

Other funds holding DFEB

APA

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

EFL

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPT

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Next Financial Group's DFEB Position: Q4 2021 in Review

Next Financial Group reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 2.8% in Q4 2021, selling an estimated $3.42K and leaving 3,429 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #1080.

Next Financial Group first reported a position in DFEB in Q4 2020 and has held it in 5 quarters since. The position peaked at $125K in Q1 2021. 75 funds tracked by Wall St. Rank hold DFEB as of Q4 2021.

Next Financial Group held 3,429 shares of FT Vest US Equity Deep Buffer ETF February worth $120K as of Q4 2021.
Next Financial Group sold 98 FT Vest US Equity Deep Buffer ETF February shares in Q4 2021, an estimated $3.42K.
FT Vest US Equity Deep Buffer ETF February made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1080 holding.
Next Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2020 and has held it in 5 quarters since.
Next Financial Group's FT Vest US Equity Deep Buffer ETF February position peaked at $125K in Q1 2021.
75 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.