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

Benson 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
2026 Q2	$5.06K	Sell	83 -8,171	-99%	-$488K	0.01%	226
2026 Q1	$461K	Sell	8,254 -14,774	-64%	-$842K	0.63%	37
2025 Q4	$1.3M	Buy	+23,028	New	+$1.28M	1.45%	18

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

KAS

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

Benson Wealth Management's FFEB Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 99% in Q2 2026, selling an estimated $488K and leaving 83 shares worth $5.06K. The position accounts for 0.01% of the portfolio, ranked #226.

Benson Wealth Management first reported a position in FFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Benson Wealth Management held 83 shares of FT Vest US Equity Buffer ETF February worth $5.06K as of Q2 2026.
Benson Wealth Management sold 8,171 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $488K.
FT Vest US Equity Buffer ETF February made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #226 holding.
Benson Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
Benson Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $1.3M in Q4 2025.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.