Cedar Brook Financial Partners’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-5,800	Closed	-$263K	–	145
2024 Q1	$263K	Hold	5,800	–	–	0.05%	344
2023 Q4	$248K	Sell	5,800 -50	-0.9%	-$2.02K	0.06%	336
2023 Q3	$228K	Hold	5,850	–	–	0.06%	320
2023 Q2	$233K	Sell	5,850 -20	-0.3%	-$763	0.06%	338
2023 Q1	$219K	Hold	5,870	–	–	0.06%	341
2022 Q4	$209K	Sell	5,870 -571	-9%	-$20.1K	0.06%	341
2022 Q3	$215K	Buy	6,441 +571	+10%	+$20.3K	0.07%	309
2022 Q2	$200K	Hold	5,870	–	–	0.06%	325
2022 Q1	$224K	Buy	+5,870	New	+$221K	0.06%	336

Other funds holding FFEB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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

Cedar Brook Financial Partners's FFEB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2024, closing a stake of 5,800 shares — an estimated $263K sold.

Cedar Brook Financial Partners first reported a position in FFEB in Q1 2022 and held it in 9 quarters. The position peaked at $263K in Q1 2024. 139 funds tracked by Wall St. Rank hold FFEB as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 5,800 FT Vest US Equity Buffer ETF February shares in Q2 2024, an estimated $263K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Buffer ETF February in Q1 2022 and held it in 9 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Buffer ETF February position peaked at $263K in Q1 2024.
139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.