Clearstead Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Clearstead Advisors’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
2025 Q2	–	Sell	-8,191	Closed	-$301K	–	2791
2025 Q1	$301K	Buy	+8,191	New	+$307K	﹤0.01%	710

Other funds holding GFEB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Clearstead Advisors's GFEB Position: Q2 2025 in Review

Clearstead Advisors sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q2 2025, closing a stake of 8,191 shares — an estimated $301K sold.

Clearstead Advisors first reported a position in GFEB in Q1 2025 and held it in 1 quarter. The position peaked at $301K in Q1 2025. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2025.

Clearstead Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 8,191 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2025, an estimated $301K.
Clearstead Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2025 and held it in 1 quarter.
Clearstead Advisors's FT Vest US Equity Moderate Buffer ETF February position peaked at $301K in Q1 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.