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Donald L. Hagan LLC’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Donald L. Hagan LLC’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
2024
Q4 		– Sell
-48,830
Closed -$1.78M – 92
2024
Q3 		$1.78M Buy
48,830
+8,273
+20% +$296K 0.91% 21
2024
Q2 		$1.44M Sell
40,557
-2,850
-7% -$98.5K 0.76% 26
2024
Q1 		$1.49M Buy
+43,407
New +$1.46M 0.78% 30

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Donald L. Hagan LLC's GFEB Position: Q4 2024 in Review

Donald L. Hagan LLC sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2024, closing a stake of 48,830 shares — an estimated $1.78M sold.

Donald L. Hagan LLC first reported a position in GFEB in Q1 2024 and held it in 3 quarters. The position peaked at $1.78M in Q3 2024. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

  • Donald L. Hagan LLC reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Donald L. Hagan LLC sold 48,830 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2024, an estimated $1.78M.
  • Donald L. Hagan LLC first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 3 quarters.
  • Donald L. Hagan LLC's FT Vest US Equity Moderate Buffer ETF February position peaked at $1.78M in Q3 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2024.

Based on Donald L. Hagan LLC's 13F filing for Q4 2024, filed 23 Jan 2025.