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

Beacon Financial Advisory’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
2026 Q2	$284K	Hold	6,455	–	–	0.06%	346
2026 Q1	$265K	Hold	6,455	–	–	0.06%	327
2025 Q4	$268K	Hold	6,455	–	–	0.06%	320
2025 Q3	$262K	Hold	6,455	–	–	0.06%	318
2025 Q2	$252K	Hold	6,455	–	–	0.07%	301
2025 Q1	$237K	Hold	6,455	–	–	0.07%	288
2024 Q4	$241K	Hold	6,455	–	–	0.08%	261
2024 Q3	$236K	Hold	6,455	–	–	0.08%	260
2024 Q2	$229K	Hold	6,455	–	–	0.09%	250
2024 Q1	$222K	Buy	+6,455	New	+$217K	0.11%	220

Other funds holding GFEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beacon Financial Advisory's GFEB Position: Q2 2026 in Review

Beacon Financial Advisory held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q2 2026 at 6,455 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #346.

Beacon Financial Advisory first reported a position in GFEB in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Beacon Financial Advisory held 6,455 shares of FT Vest US Equity Moderate Buffer ETF February worth $284K as of Q2 2026.
Beacon Financial Advisory left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF February made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #346 holding.
Beacon Financial Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.