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

Sage Capital 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
Q3 		– Sell
-46,536
Closed -$2.08M – 135
2025
Q2 		$2.08M Buy
46,536
+3,757
+9% +$160K 0.51% 51
2025
Q1 		$1.8M Buy
+42,779
New +$1.84M 0.47% 51
2024
Q1 		– Sell
-19,539
Closed -$733K – 136
2023
Q4 		$733K Buy
+19,539
New +$701K 0.24% 70
2023
Q2 		– Sell
-22,210
Closed -$747K – 125
2023
Q1 		$747K Buy
22,210
+3,172
+17% +$106K 0.28% 60
2022
Q4 		$635K Buy
+19,038
New +$637K 0.28% 58

Other funds holding DFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $335M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return