Private Advisory Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Private Advisory 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
2020 Q2	–	Sell	-131,246	Closed	-$3.62M	–	115
2020 Q1	$3.62M	Buy	+131,246	New	+$3.69M	1.84%	20

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 $519M AUM 11.48% 1-Year Est. Return

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

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Private Advisory Group's DFEB Position: Q2 2020 in Review

Private Advisory Group sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2020, closing a stake of 131,246 shares — an estimated $3.62M sold.

Private Advisory Group first reported a position in DFEB in Q1 2020 and held it in 1 quarter. The position peaked at $3.62M in Q1 2020. 58 funds tracked by Wall St. Rank hold DFEB as of Q2 2020.

Private Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2020 after selling out during the quarter.
Private Advisory Group sold 131,246 FT Vest US Equity Deep Buffer ETF February shares in Q2 2020, an estimated $3.62M.
Private Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 1 quarter.
Private Advisory Group's FT Vest US Equity Deep Buffer ETF February position peaked at $3.62M in Q1 2020.
58 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2020.

Based on Private Advisory Group's 13F filing for Q2 2020, filed 21 Jul 2020.