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Axxcess Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Axxcess Wealth Management’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
2024
Q4 		– Sell
-12,455
Closed -$605K – 880
2024
Q3 		$605K Buy
+12,455
New +$590K 0.01% 510
2023
Q4 		– Sell
-7,828
Closed -$305K – 872
2023
Q3 		$305K Buy
+7,828
New +$313K 0.01% 596

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Axxcess Wealth Management's FFEB Position: Q4 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 12,455 shares — an estimated $605K sold.

Axxcess Wealth Management first reported a position in FFEB in Q3 2023 and held it in 2 quarters. The position peaked at $605K in Q3 2024. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,455 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $605K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $605K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.