Sowell Financial Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-674	Closed	-$23K	–	1047
2021 Q1	$23K	Hold	674	–	–	﹤0.01%	1993
2020 Q4	$22K	Hold	674	–	–	﹤0.01%	1696
2020 Q3	$21K	Hold	674	–	–	﹤0.01%	1531
2020 Q2	$20K	Buy	+674	New	+$19.6K	﹤0.01%	1457

Other funds holding DFEB

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Sowell Financial Services's DFEB Position: Q2 2021 in Review

Sowell Financial Services sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2021, closing a stake of 674 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in DFEB in Q2 2020 and held it in 4 quarters. The position peaked at $23K in Q1 2021. 78 funds tracked by Wall St. Rank hold DFEB as of Q2 2021.

Sowell Financial Services reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 674 FT Vest US Equity Deep Buffer ETF February shares in Q2 2021, an estimated $23K.
Sowell Financial Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's FT Vest US Equity Deep Buffer ETF February position peaked at $23K in Q1 2021.
78 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.