BFA
FFEB icon

Beacon Financial Advisory’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$307K Hold
5,490
– – 0.07% 306
2025
Q4 		$311K Hold
5,490
– – 0.07% 289
2025
Q3 		$303K Hold
5,490
– – 0.07% 294
2025
Q2 		$288K Hold
5,490
– – 0.07% 278
2025
Q1 		$268K Hold
5,490
– – 0.08% 261
2024
Q4 		$273K Hold
5,490
– – 0.09% 242
2024
Q3 		$267K Hold
5,490
– – 0.09% 239
2024
Q2 		$257K Hold
5,490
– – 0.1% 234
2024
Q1 		$249K Buy
+5,490
New +$241K 0.12% 207

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return