Cypress Wealth Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Cypress Wealth Services’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
2026 Q1	–	Sell	-4,500	Closed	-$255K	–	406
2025 Q4	$255K	Hold	4,500	–	–	0.04%	335
2025 Q3	$248K	Hold	4,500	–	–	0.04%	284
2025 Q2	$236K	Hold	4,500	–	–	0.04%	273
2025 Q1	$220K	Hold	4,500	–	–	0.04%	261
2024 Q4	$224K	Hold	4,500	–	–	0.05%	249
2024 Q3	$219K	Sell	4,500 -6,543	-59%	-$310K	0.05%	250
2024 Q2	$517K	Hold	11,043	–	–	0.12%	135
2024 Q1	$500K	Hold	11,043	–	–	0.12%	143
2023 Q4	$471K	Hold	11,043	–	–	0.12%	147
2023 Q3	$430K	Hold	11,043	–	–	0.12%	149
2023 Q2	$445K	Hold	11,043	–	–	0.12%	146
2023 Q1	$413K	Hold	11,043	–	–	0.12%	145
2022 Q4	$393K	Hold	11,043	–	–	0.13%	148
2022 Q3	$372K	Hold	11,043	–	–	0.13%	141
2022 Q2	$377K	Buy	+11,043	New	+$397K	0.12%	149
2021 Q4	–	Sell	-9,900	Closed	-$363K	–	236
2021 Q3	$363K	Sell	9,900 -2,212	-18%	-$81.7K	0.11%	146
2021 Q2	$440K	Sell	12,112 -22,100	-65%	-$789K	0.12%	153
2021 Q1	$1.18M	Buy	34,212 +2,812	+9%	+$94.6K	0.25%	84
2020 Q4	$1.04M	Buy	+31,400	New	+$1.01M	0.23%	82
2020 Q3	–	Sell	-31,400	Closed	-$963K	–	328
2020 Q2	$923K	Buy	31,400 +1,900	+6%	+$53.6K	0.22%	101
2020 Q1	$762K	Buy	+29,500	New	+$788K	0.22%	100

Other funds holding FFEB

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

Cypress Wealth Services's FFEB Position: Q1 2026 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2026, closing a stake of 4,500 shares — an estimated $255K sold.

Cypress Wealth Services first reported a position in FFEB in Q1 2020 and held it in 21 quarters. The position peaked at $1.18M in Q1 2021. 176 funds tracked by Wall St. Rank hold FFEB as of Q1 2026.

Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2026 after selling out during the quarter.
Cypress Wealth Services sold 4,500 FT Vest US Equity Buffer ETF February shares in Q1 2026, an estimated $255K.
Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF February in Q1 2020 and held it in 21 quarters.
Cypress Wealth Services's FT Vest US Equity Buffer ETF February position peaked at $1.18M in Q1 2021.
176 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.