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

PSI 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
2022 Q4	–	Sell	-41	Closed	-$1K	–	784
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	678
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	708
2022 Q1	$1K	Hold	41	–	–	﹤0.01%	658
2021 Q4	$1K	Hold	41	–	–	﹤0.01%	703
2021 Q3	$1K	Buy	+41	New	+$1.41K	﹤0.01%	682

Other funds holding DFEB

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

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

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

PSI Advisors's DFEB Position: Q4 2022 in Review

PSI Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2022, closing a stake of 41 shares — an estimated $1K sold.

PSI Advisors first reported a position in DFEB in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 84 funds tracked by Wall St. Rank hold DFEB as of Q4 2022.

PSI Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 41 FT Vest US Equity Deep Buffer ETF February shares in Q4 2022, an estimated $1K.
PSI Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2021 and held it in 5 quarters.
PSI Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $1K in Q3 2022.
84 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.