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

Turtle Creek 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
2024
Q2 		– Sell
-4,208
Closed -$165K – 198
2024
Q1 		$165K Buy
+4,208
New +$161K 0.04% 149

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Turtle Creek Wealth Advisors's DFEB Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2024, closing a stake of 4,208 shares — an estimated $165K sold.

Turtle Creek Wealth Advisors first reported a position in DFEB in Q1 2024 and held it in 1 quarter. The position peaked at $165K in Q1 2024. 98 funds tracked by Wall St. Rank hold DFEB as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 4,208 FT Vest US Equity Deep Buffer ETF February shares in Q2 2024, an estimated $165K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $165K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.