Comprehensive Financial Consultants Institutional’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Comprehensive Financial Consultants Institutional’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
2024 Q4	–	Sell	-119,215	Closed	-$4.35M	–	169
2024 Q3	$4.35M	Sell	119,215 -5,321	-4%	-$190K	1.59%	14
2024 Q2	$4.41M	Sell	124,536 -5,217	-4%	-$180K	1.73%	10
2024 Q1	$4.47M	Buy	+129,753	New	+$4.36M	1.85%	8

Other funds holding GFEB

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's GFEB Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2024, closing a stake of 119,215 shares — an estimated $4.35M sold.

Comprehensive Financial Consultants Institutional first reported a position in GFEB in Q1 2024 and held it in 3 quarters. The position peaked at $4.47M in Q1 2024. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

Comprehensive Financial Consultants Institutional reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 119,215 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2024, an estimated $4.35M.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 3 quarters.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Moderate Buffer ETF February position peaked at $4.47M in Q1 2024.
95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.