BFI Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

BFI Wealth Solutions’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	$299K	Sell	6,791 -2	-0%	-$87	0.22%	69
2026 Q1	$281K	Sell	6,793 -705	-9%	-$29.4K	0.27%	66
2025 Q4	$311K	Buy	+7,498	New	+$307K	0.3%	60

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

BFI Wealth Solutions's GFEB Position: Q2 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 0.03% in Q2 2026, selling an estimated $87 and leaving 6,791 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #69.

BFI Wealth Solutions first reported a position in GFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

BFI Wealth Solutions held 6,791 shares of FT Vest US Equity Moderate Buffer ETF February worth $299K as of Q2 2026.
BFI Wealth Solutions sold 2 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $87.
FT Vest US Equity Moderate Buffer ETF February made up 0.22% of BFI Wealth Solutions's portfolio in Q2 2026, its #69 holding.
BFI Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
BFI Wealth Solutions's FT Vest US Equity Moderate Buffer ETF February position peaked at $311K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.