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Retirement Guys Formula’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Retirement Guys Formula’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
Q3 		– Sell
-6,263
Closed -$208K – 126
2022
Q2 		$208K Sell
6,263
-2,336
-27% -$80.4K 0.21% 120
2022
Q1 		$308K Sell
8,599
-3,638
-30% -$128K 0.21% 88
2021
Q4 		$431K Buy
+12,237
New +$427K 0.34% 61

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Retirement Guys Formula's DFEB Position: Q3 2022 in Review

Retirement Guys Formula sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2022, closing a stake of 6,263 shares — an estimated $208K sold.

Retirement Guys Formula first reported a position in DFEB in Q4 2021 and held it in 3 quarters. The position peaked at $431K in Q4 2021. 77 funds tracked by Wall St. Rank hold DFEB as of Q3 2022.

  • Retirement Guys Formula reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 6,263 FT Vest US Equity Deep Buffer ETF February shares in Q3 2022, an estimated $208K.
  • Retirement Guys Formula first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2021 and held it in 3 quarters.
  • Retirement Guys Formula's FT Vest US Equity Deep Buffer ETF February position peaked at $431K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2022.

Based on Retirement Guys Formula's 13F filing for Q3 2022, filed 2 Nov 2022.