Peterson Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Peterson Wealth Advisors’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 Q4	–	Sell	-15,055	Closed	-$466K	–	48
2020 Q3	$466K	Hold	15,055	–	–	0.24%	32
2020 Q2	$450K	Hold	15,055	–	–	0.24%	31
2020 Q1	$415K	Buy	+15,055	New	+$424K	0.27%	32

Other funds holding DFEB

APA

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

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

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

EFL

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

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

Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Peterson Wealth Advisors's DFEB Position: Q4 2020 in Review

Peterson Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2020, closing a stake of 15,055 shares — an estimated $466K sold.

Peterson Wealth Advisors first reported a position in DFEB in Q1 2020 and held it in 3 quarters. The position peaked at $466K in Q3 2020. 79 funds tracked by Wall St. Rank hold DFEB as of Q4 2020.

Peterson Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 15,055 FT Vest US Equity Deep Buffer ETF February shares in Q4 2020, an estimated $466K.
Peterson Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 3 quarters.
Peterson Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $466K in Q3 2020.
79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2020.

Based on Peterson Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.