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Cerro Pacific Wealth Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Cerro Pacific Wealth Advisors’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
2025
Q1 		– Sell
-4,565
Closed -$222K – 165
2024
Q4 		$222K Buy
+4,565
New +$225K 0.07% 147

Other funds holding FFEB

FP
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerro Pacific Wealth Advisors's FFEB Position: Q1 2025 in Review

Cerro Pacific Wealth Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2025, closing a stake of 4,565 shares — an estimated $222K sold.

Cerro Pacific Wealth Advisors first reported a position in FFEB in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 162 funds tracked by Wall St. Rank hold FFEB as of Q1 2025.

  • Cerro Pacific Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 4,565 FT Vest US Equity Buffer ETF February shares in Q1 2025, an estimated $222K.
  • Cerro Pacific Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q4 2024 and held it in 1 quarter.
  • Cerro Pacific Wealth Advisors's FT Vest US Equity Buffer ETF February position peaked at $222K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.