DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

DHJJ Financial Advisors’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 Q2	$1.01M	Sell	16,510 -8	-0%	-$478	0.29%	61
2026 Q1	$923K	Sell	16,518 -1,830	-10%	-$104K	0.31%	61
2025 Q4	$1.04M	Sell	18,348 -275	-1%	-$15.3K	0.35%	57
2025 Q3	$1.03M	Sell	18,623 -75	-0.4%	-$4.03K	0.35%	55
2025 Q2	$980K	Hold	18,698	–	–	0.35%	55
2025 Q1	$912K	Sell	18,698 -182	-1%	-$9.11K	0.37%	48
2024 Q4	$940K	Sell	18,880 -635	-3%	-$31.3K	0.37%	51
2024 Q3	$948K	Hold	19,515	–	–	0.38%	49
2024 Q2	$913K	Sell	19,515 -65	-0.3%	-$2.96K	0.39%	47
2024 Q1	$886K	Buy	19,580 +48	+0.2%	+$2.11K	0.39%	48
2023 Q4	$833K	Sell	19,532 -1,050	-5%	-$42.3K	0.39%	48
2023 Q3	$802K	Sell	20,582 -700	-3%	-$28K	0.41%	47
2023 Q2	$848K	Sell	21,282 -530	-2%	-$20.2K	0.44%	48
2023 Q1	$815K	Sell	21,812 -115	-0.5%	-$4.2K	0.44%	49
2022 Q4	$773K	Sell	21,927 -2,458	-10%	-$86.4K	0.44%	49
2022 Q3	$815K	Sell	24,385 -245	-1%	-$8.7K	0.48%	48
2022 Q2	$841K	Hold	24,630	–	–	0.47%	48
2022 Q1	$940K	Sell	24,630 -140	-0.6%	-$5.28K	0.45%	48
2021 Q4	$953K	Sell	24,770 -80	-0.3%	-$3.02K	0.45%	49
2021 Q3	$911K	Hold	24,850	–	–	0.47%	48
2021 Q2	$903K	Hold	24,850	–	–	0.48%	44
2021 Q1	$857K	Buy	24,850 +4,330	+21%	+$146K	0.5%	44
2020 Q4	$679K	Buy	+20,520	New	+$659K	0.43%	50

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DHJJ Financial Advisors's FFEB Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 0.05% in Q2 2026, selling an estimated $478 and leaving 16,510 shares worth $1.01M. The position accounts for 0.29% of the portfolio, ranked #61.

DHJJ Financial Advisors first reported a position in FFEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2025. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

DHJJ Financial Advisors held 16,510 shares of FT Vest US Equity Buffer ETF February worth $1.01M as of Q2 2026.
DHJJ Financial Advisors sold 8 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $478.
FT Vest US Equity Buffer ETF February made up 0.29% of DHJJ Financial Advisors's portfolio in Q2 2026, its #61 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Buffer ETF February position peaked at $1.04M in Q4 2025.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.