Schubert & Co’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-7,456	Closed	-$251K	–	436
2023 Q1	$251K	Buy	+7,456	New	+$248K	0.22%	26

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Schubert & Co's DFEB Position: Q2 2023 in Review

Schubert & Co sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2023, closing a stake of 7,456 shares — an estimated $251K sold.

Schubert & Co first reported a position in DFEB in Q1 2023 and held it in 1 quarter. The position peaked at $251K in Q1 2023. 83 funds tracked by Wall St. Rank hold DFEB as of Q2 2023.

Schubert & Co reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 7,456 FT Vest US Equity Deep Buffer ETF February shares in Q2 2023, an estimated $251K.
Schubert & Co first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and held it in 1 quarter.
Schubert & Co's FT Vest US Equity Deep Buffer ETF February position peaked at $251K in Q1 2023.
83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.