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Avantra Family Wealth’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Avantra Family Wealth’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,107
Closed -$550K – 171
2025
Q2 		$550K Buy
14,107
+205
+1% +$7.63K 0.45% 61
2025
Q1 		$511K Sell
13,902
-27
-0.2% -$1.01K 0.49% 71
2024
Q4 		$520K Buy
+13,929
New +$516K 0.49% 69

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Avantra Family Wealth's GFEB Position: Q3 2025 in Review

Avantra Family Wealth sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2025, closing a stake of 14,107 shares — an estimated $550K sold.

Avantra Family Wealth first reported a position in GFEB in Q4 2024 and held it in 3 quarters. The position peaked at $550K in Q2 2025. 108 funds tracked by Wall St. Rank hold GFEB as of Q3 2025.

  • Avantra Family Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 14,107 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2025, an estimated $550K.
  • Avantra Family Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q4 2024 and held it in 3 quarters.
  • Avantra Family Wealth's FT Vest US Equity Moderate Buffer ETF February position peaked at $550K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.