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

Prevail Innovative 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
2025
Q1 		– Sell
-5,000
Closed -$213K – 178
2024
Q4 		$213K Hold
5,000
– – 0.06% 152
2024
Q3 		$209K Hold
5,000
– – 0.06% 153
2024
Q2 		$202K Buy
+5,000
New +$196K 0.07% 141

Other funds holding DFEB

PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DFEB Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2025, closing a stake of 5,000 shares — an estimated $213K sold.

Prevail Innovative Wealth Advisors first reported a position in DFEB in Q2 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2024. 125 funds tracked by Wall St. Rank hold DFEB as of Q1 2025.

  • Prevail Innovative Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 5,000 FT Vest US Equity Deep Buffer ETF February shares in Q1 2025, an estimated $213K.
  • Prevail Innovative Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2024 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $213K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.