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

BCGM 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
2025
Q1 		– Sell
-5,000
Closed -$249K – 154
2024
Q4 		$249K Hold
5,000
– – 0.08% 137
2024
Q3 		$243K Hold
5,000
– – 0.08% 140
2024
Q2 		$234K Hold
5,000
– – 0.08% 142
2024
Q1 		$226K Hold
5,000
– – 0.08% 137
2023
Q4 		$213K Buy
+5,000
New +$201K 0.09% 129

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCGM Wealth Management's FFEB Position: Q1 2025 in Review

BCGM Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2025, closing a stake of 5,000 shares — an estimated $249K sold.

BCGM Wealth Management first reported a position in FFEB in Q4 2023 and held it in 5 quarters. The position peaked at $249K in Q4 2024. 162 funds tracked by Wall St. Rank hold FFEB as of Q1 2025.

  • BCGM Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • BCGM Wealth Management sold 5,000 FT Vest US Equity Buffer ETF February shares in Q1 2025, an estimated $249K.
  • BCGM Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q4 2023 and held it in 5 quarters.
  • BCGM Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $249K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2025.

Based on BCGM Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.