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Wetzel Investment Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-866
Closed -$33.9K – 299
2024
Q2 		$33.9K Hold
866
– – 0.02% 283
2024
Q1 		$33K Buy
+866
New +$33.1K 0.02% 301

Other funds holding DFEB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wetzel Investment Advisors's DFEB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2024, closing a stake of 866 shares — an estimated $33.9K sold.

Wetzel Investment Advisors first reported a position in DFEB in Q1 2024 and held it in 2 quarters. The position peaked at $33.9K in Q2 2024. 98 funds tracked by Wall St. Rank hold DFEB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 866 FT Vest US Equity Deep Buffer ETF February shares in Q3 2024, an estimated $33.9K.
  • Wetzel Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $33.9K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.