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

DHJJ Financial Advisors’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
2026
Q1 		$279K Sell
6,789
-113
-2% -$4.72K 0.09% 162
2025
Q4 		$287K Sell
6,902
-135
-2% -$5.53K 0.1% 154
2025
Q3 		$285K Hold
7,037
– – 0.1% 145
2025
Q2 		$274K Buy
7,037
+135
+2% +$5.03K 0.1% 144
2025
Q1 		$254K Buy
6,902
+850
+14% +$31.9K 0.1% 139
2024
Q4 		$226K Sell
6,052
-250
-4% -$9.25K 0.09% 150
2024
Q3 		$230K Hold
6,302
– – 0.09% 144
2024
Q2 		$223K Hold
6,302
– – 0.09% 141
2024
Q1 		$217K Buy
6,302
+725
+13% +$24.4K 0.1% 136
2023
Q4 		$184K Hold
5,577
– – 0.09% 139
2023
Q3 		$172K Buy
+5,577
New +$174K 0.09% 135

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return