Avantax Advisory Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Avantax Advisory Services’s Portfolio FFEB Stock Details FFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,329	Closed	-$265K	–	2261
2024 Q4	$265K	Sell	5,329 -8,900	-63%	-$439K	﹤0.01%	1865
2024 Q3	$691K	Sell	14,229 -14,786	-51%	-$700K	﹤0.01%	1216
2024 Q2	$1.36M	Sell	29,015 -1,347	-4%	-$61.2K	0.01%	822
2024 Q1	$1.37M	Buy	30,362 +16,045	+112%	+$704K	0.01%	650
2023 Q4	$611K	Sell	14,317 -1,241	-8%	-$50K	0.01%	908
2023 Q3	$606K	Sell	15,558 -10,960	-41%	-$438K	0.01%	866
2023 Q2	$1.06M	Sell	26,518 -7,827	-23%	-$299K	0.01%	660
2023 Q1	$1.28M	Buy	34,345 +11,633	+51%	+$425K	0.02%	580
2022 Q4	$808K	Buy	22,712 +3,990	+21%	+$140K	0.01%	698
2022 Q3	$626K	Buy	18,722 +2,950	+19%	+$105K	0.01%	688
2022 Q2	$539K	Buy	15,772 +1,902	+14%	+$68.4K	0.01%	755
2022 Q1	$531K	Buy	+13,870	New	+$523K	0.01%	765
2020 Q4	–	Sell	-57,390	Closed	-$1.78M	–	1068
2020 Q3	$1.78M	Buy	+57,390	New	+$1.76M	0.03%	386

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

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

Avantax Advisory Services's FFEB Position: Q1 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2025, closing a stake of 5,329 shares — an estimated $265K sold.

Avantax Advisory Services first reported a position in FFEB in Q3 2020 and held it in 13 quarters. The position peaked at $1.78M in Q3 2020. 162 funds tracked by Wall St. Rank hold FFEB as of Q1 2025.

Avantax Advisory Services reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 5,329 FT Vest US Equity Buffer ETF February shares in Q1 2025, an estimated $265K.
Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF February in Q3 2020 and held it in 13 quarters.
Avantax Advisory Services's FT Vest US Equity Buffer ETF February position peaked at $1.78M in Q3 2020.
162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.