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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

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HR
Hayden Royal Charlotte, North Carolina $42.7M AUM 33.86% 1-Year Est. Return

Valtinson Bruner Financial Planning's DFEB Position: Q4 2020 in Review

Valtinson Bruner Financial Planning sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2020, closing a stake of 316,761 shares — an estimated $9.74M sold.

Valtinson Bruner Financial Planning first reported a position in DFEB in Q1 2020 and held it in 3 quarters. The position peaked at $9.99M in Q2 2020. 79 funds tracked by Wall St. Rank hold DFEB as of Q4 2020.

  • Valtinson Bruner Financial Planning reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2020 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 316,761 FT Vest US Equity Deep Buffer ETF February shares in Q4 2020, an estimated $9.74M.
  • Valtinson Bruner Financial Planning first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 3 quarters.
  • Valtinson Bruner Financial Planning's FT Vest US Equity Deep Buffer ETF February position peaked at $9.99M in Q2 2020.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2020.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2020, filed 8 Jan 2021.