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Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2,310
Closed -$69K – 803
2020
Q2 		$69K Buy
+2,310
New +$67.2K ﹤0.01% 630

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Orion Portfolio Solutions's DFEB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2020, closing a stake of 2,310 shares — an estimated $69K sold.

Orion Portfolio Solutions first reported a position in DFEB in Q2 2020 and held it in 1 quarter. The position peaked at $69K in Q2 2020. 70 funds tracked by Wall St. Rank hold DFEB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,310 FT Vest US Equity Deep Buffer ETF February shares in Q3 2020, an estimated $69K.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's FT Vest US Equity Deep Buffer ETF February position peaked at $69K in Q2 2020.
  • 70 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.