EMAM
GFEB icon

Encompass More Asset Management’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Encompass More Asset Management’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
-58,326
Closed -$2.13M – 201
2024
Q3 		$2.13M Buy
58,326
+38,209
+190% +$1.37M 0.81% 35
2024
Q2 		$713K Buy
20,117
+3,521
+21% +$122K 0.51% 42
2024
Q1 		$572K Buy
+16,596
New +$558K 0.47% 48

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

Encompass More Asset Management's GFEB Position: Q4 2024 in Review

Encompass More Asset Management sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2024, closing a stake of 58,326 shares — an estimated $2.13M sold.

Encompass More Asset Management first reported a position in GFEB in Q1 2024 and held it in 3 quarters. The position peaked at $2.13M in Q3 2024. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

  • Encompass More Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 58,326 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2024, an estimated $2.13M.
  • Encompass More Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and held it in 3 quarters.
  • Encompass More Asset Management's FT Vest US Equity Moderate Buffer ETF February position peaked at $2.13M 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 Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.