Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Strategic Asset Management’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	$1.72M	Buy	52,740 +815	+2%	+$27.7K	2.98%	9
2022 Q2	$1.72M	Buy	51,925 +1,725	+3%	+$59.4K	2.76%	8
2022 Q1	$1.8M	Buy	50,200 +140	+0.3%	+$4.94K	2.55%	9
2021 Q4	$1.76M	Buy	50,060 +7,210	+17%	+$252K	2.46%	9
2021 Q3	$1.48M	Buy	+42,850	New	+$1.48M	2.08%	11

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Strategic Asset Management's DFEB Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 1.6% in Q3 2022, buying an estimated $27.7K and bringing the position to 52,740 shares worth $1.72M. The position accounts for 2.98% of the portfolio, ranked #9.

Strategic Asset Management first reported a position in DFEB in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2022. 77 funds tracked by Wall St. Rank hold DFEB as of Q3 2022.

Strategic Asset Management held 52,740 shares of FT Vest US Equity Deep Buffer ETF February worth $1.72M as of Q3 2022.
Strategic Asset Management bought 815 FT Vest US Equity Deep Buffer ETF February shares in Q3 2022, an estimated $27.7K.
FT Vest US Equity Deep Buffer ETF February made up 2.98% of Strategic Asset Management's portfolio in Q3 2022, its #9 holding.
Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's FT Vest US Equity Deep Buffer ETF February position peaked at $1.8M in Q1 2022.
77 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.