Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Evergreen Wealth Solutions’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	$752K	Hold	12,040	–	–	0.04%	244
2026 Q1	$672K	Sell	12,040 -611	-5%	-$34.8K	0.05%	209
2025 Q4	$716K	Buy	+12,651	New	+$704K	0.1%	100

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

Evergreen Wealth Solutions's FFEB Position: Q2 2026 in Review

Evergreen Wealth Solutions held its FT Vest US Equity Buffer ETF February (FFEB) position steady in Q2 2026 at 12,040 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #244.

Evergreen Wealth Solutions first reported a position in FFEB in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Evergreen Wealth Solutions held 12,040 shares of FT Vest US Equity Buffer ETF February worth $752K as of Q2 2026.
Evergreen Wealth Solutions left its FT Vest US Equity Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF February made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #244 holding.
Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.