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Snowden Capital Advisors’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History

Snowden Capital Advisors’s Portfolio DSEP Stock Details DSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$3K – 1304
2021
Q4 		$3K Buy
+100
New +$3.27K ﹤0.01% 1794

Other funds holding DSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return

Snowden Capital Advisors's DSEP Position: Q1 2022 in Review

Snowden Capital Advisors sold out of FT Vest US Equity Deep Buffer ETF September (DSEP) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Snowden Capital Advisors first reported a position in DSEP in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 37 funds tracked by Wall St. Rank hold DSEP as of Q1 2022.

  • Snowden Capital Advisors reported no remaining FT Vest US Equity Deep Buffer ETF September position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 100 FT Vest US Equity Deep Buffer ETF September shares in Q1 2022, an estimated $3K.
  • Snowden Capital Advisors first reported a position in FT Vest US Equity Deep Buffer ETF September in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's FT Vest US Equity Deep Buffer ETF September position peaked at $3K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF September as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.