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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
2020
Q4 		– Sell
-31,400
Closed -$971K – 347
2020
Q3 		$971K Buy
+31,400
New +$963K 0.25% 82

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
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
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.