Capasso Planning Partners’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Capasso Planning Partners’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Sell	13,215 -474	-3%	-$14.7K	0.21%	57
2026 Q1	$415K	Buy	+13,689	New	+$417K	0.22%	51

Other funds holding FEBM

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Capasso Planning Partners's FEBM Position: Q2 2026 in Review

Capasso Planning Partners reduced its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 3.5% in Q2 2026, selling an estimated $14.7K and leaving 13,215 shares worth $413K. The position accounts for 0.21% of the portfolio, ranked #57.

Capasso Planning Partners first reported a position in FEBM in Q1 2026 and has held it in 2 quarters since. The position peaked at $415K in Q1 2026. 40 funds tracked by Wall St. Rank hold FEBM as of Q2 2026.

Capasso Planning Partners held 13,215 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $413K as of Q2 2026.
Capasso Planning Partners sold 474 FT Vest U.S. Equity Max Buffer ETF - February shares in Q2 2026, an estimated $14.7K.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.21% of Capasso Planning Partners's portfolio in Q2 2026, its #57 holding.
Capasso Planning Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q1 2026 and has held it in 2 quarters since.
Capasso Planning Partners's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $415K in Q1 2026.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.