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Crown Wealth Group’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-35,792
Closed -$1.37M – 82
2022
Q1 		$1.37M Buy
+35,792
New +$1.35M 0.95% 24

Other funds holding FFEB

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Crown Wealth Group's FFEB Position: Q2 2022 in Review

Crown Wealth Group sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2022, closing a stake of 35,792 shares — an estimated $1.37M sold.

Crown Wealth Group first reported a position in FFEB in Q1 2022 and held it in 1 quarter. The position peaked at $1.37M in Q1 2022. 85 funds tracked by Wall St. Rank hold FFEB as of Q2 2022.

  • Crown Wealth Group reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 35,792 FT Vest US Equity Buffer ETF February shares in Q2 2022, an estimated $1.37M.
  • Crown Wealth Group first reported a position in FT Vest US Equity Buffer ETF February in Q1 2022 and held it in 1 quarter.
  • Crown Wealth Group's FT Vest US Equity Buffer ETF February position peaked at $1.37M in Q1 2022.
  • 85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.