ECA
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Elevated Capital Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Elevated Capital 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
2023
Q4 		– Sell
-21,684
Closed -$845K – 176
2023
Q3 		$845K Buy
+21,684
New +$867K 0.29% 90

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Elevated Capital Advisors's FFEB Position: Q4 2023 in Review

Elevated Capital Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2023, closing a stake of 21,684 shares — an estimated $845K sold.

Elevated Capital Advisors first reported a position in FFEB in Q3 2023 and held it in 1 quarter. The position peaked at $845K in Q3 2023. 104 funds tracked by Wall St. Rank hold FFEB as of Q4 2023.

  • Elevated Capital Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2023 after selling out during the quarter.
  • Elevated Capital Advisors sold 21,684 FT Vest US Equity Buffer ETF February shares in Q4 2023, an estimated $845K.
  • Elevated Capital Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q3 2023 and held it in 1 quarter.
  • Elevated Capital Advisors's FT Vest US Equity Buffer ETF February position peaked at $845K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2023.

Based on Elevated Capital Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.