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Cape Investment Advisory’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Cape Investment 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
2023
Q4 		– Sell
-19,800
Closed -$610K – 1170
2023
Q3 		$610K Hold
19,800
– – 0.35% 59
2023
Q2 		$618K Hold
19,800
– – 0.34% 58
2023
Q1 		$586K Buy
+19,800
New +$574K 0.36% 55

Other funds holding GFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cape Investment Advisory's GFEB Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2023, closing a stake of 19,800 shares — an estimated $610K sold.

Cape Investment Advisory first reported a position in GFEB in Q1 2023 and held it in 3 quarters. The position peaked at $618K in Q2 2023. 40 funds tracked by Wall St. Rank hold GFEB as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 19,800 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2023, an estimated $610K.
  • Cape Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's FT Vest US Equity Moderate Buffer ETF February position peaked at $618K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.