Stratos Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Stratos Wealth 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
2023 Q1	–	Sell	-10,131	Closed	-$338K	–	602
2022 Q4	$338K	Sell	10,131 -1,383	-12%	-$46.3K	0.03%	453
2022 Q3	$376K	Hold	11,514	–	–	0.04%	392
2022 Q2	$382K	Hold	11,514	–	–	0.03%	406
2022 Q1	$412K	Buy	+11,514	New	+$406K	0.03%	408
2020 Q2	–	Sell	-37,249	Closed	-$1.03M	–	279
2020 Q1	$1.03M	Buy	+37,249	New	+$1.05M	0.73%	33

Other funds holding DFEB

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

Stratos Wealth Advisors's DFEB Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2023, closing a stake of 10,131 shares — an estimated $338K sold.

Stratos Wealth Advisors first reported a position in DFEB in Q1 2020 and held it in 5 quarters. The position peaked at $1.03M in Q1 2020. 87 funds tracked by Wall St. Rank hold DFEB as of Q1 2023.

Stratos Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q1 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 10,131 FT Vest US Equity Deep Buffer ETF February shares in Q1 2023, an estimated $338K.
Stratos Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 5 quarters.
Stratos Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $1.03M in Q1 2020.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2023.

Based on Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.