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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,138
Closed -$224K 2218
2024
Q3
$224K Sell
6,138
-2,741
-31% -$98.1K ﹤0.01% 1944
2024
Q2
$315K Sell
8,879
-3,437
-28% -$119K ﹤0.01% 1660
2024
Q1
$424K Buy
12,316
+939
+8% +$31.6K ﹤0.01% 1124
2023
Q4
$376K Sell
11,377
-553
-5% -$17.5K ﹤0.01% 1118
2023
Q3
$368K Buy
11,930
+3,100
+35% +$97K ﹤0.01% 1083
2023
Q2
$275K Buy
8,830
+1,769
+25% +$53.3K ﹤0.01% 1229
2023
Q1
$209K Buy
+7,061
New +$205K ﹤0.01% 1354

Other funds holding GFEB

Avantax Advisory Services's GFEB Position: Q4 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2024, closing a stake of 6,138 shares — an estimated $224K sold.

Avantax Advisory Services first reported a position in GFEB in Q1 2023 and held it in 7 quarters. The position peaked at $424K in Q1 2024. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,138 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2024, an estimated $224K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 7 quarters.
  • Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF February position peaked at $424K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.