Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q4	$256	Hold	6	–	–	﹤0.01%	644
2024 Q3	$250	Hold	6	–	–	﹤0.01%	640
2024 Q2	$242	Hold	6	–	–	﹤0.01%	683
2024 Q1	$235	Hold	6	–	–	﹤0.01%	689
2023 Q4	$225	Hold	6	–	–	﹤0.01%	714
2023 Q3	$209	Sell	6 -9	-60%	-$319	﹤0.01%	801
2023 Q2	$531	Buy	+15	New	+$513	﹤0.01%	713

Other funds holding DFEB

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFEB Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q4 2024 at 6 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Oliver Lagore Vanvalin Investment Group first reported a position in DFEB in Q2 2023 and has held it in 7 quarters since. The position peaked at $531 in Q2 2023. 102 funds tracked by Wall St. Rank hold DFEB as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 6 shares of FT Vest US Equity Deep Buffer ETF February worth $256 as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q4 2024.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #644 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's FT Vest US Equity Deep Buffer ETF February position peaked at $531 in Q2 2023.
102 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.