Valtinson Bruner Financial Planning’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Valtinson Bruner Financial Planning’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
2020 Q4	–	Sell	-316,761	Closed	-$9.74M	–	77
2020 Q3	$9.74M	Sell	316,761 -7,304	-2%	-$225K	6.83%	2
2020 Q2	$9.99M	Sell	324,065 -216	-0.1%	-$6.29K	7.1%	3
2020 Q1	$9.29M	Buy	+324,281	New	+$9.13M	7.5%	3

Other funds holding DFEB

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

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Commonwealth Equity Services

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

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return