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TRUADVICE’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

TRUADVICE’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
Q3 		– Sell
-65,381
Closed -$2.25M – 160
2021
Q2 		$2.25M Sell
65,381
-344
-0.5% -$11.6K 0.49% 55
2021
Q1 		$2.22M Buy
65,725
+10,508
+19% +$343K 0.66% 35
2020
Q4 		$1.78M Hold
55,217
– – 0.54% 42
2020
Q3 		$1.72M Buy
+55,217
New +$1.7M 0.7% 38

Other funds holding DFEB

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TRUADVICE's DFEB Position: Q3 2021 in Review

TRUADVICE sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2021, closing a stake of 65,381 shares — an estimated $2.25M sold.

TRUADVICE first reported a position in DFEB in Q3 2020 and held it in 4 quarters. The position peaked at $2.25M in Q2 2021. 72 funds tracked by Wall St. Rank hold DFEB as of Q3 2021.

  • TRUADVICE reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 65,381 FT Vest US Equity Deep Buffer ETF February shares in Q3 2021, an estimated $2.25M.
  • TRUADVICE first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's FT Vest US Equity Deep Buffer ETF February position peaked at $2.25M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.