FP
FFEB icon

Fiduciary Planning’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Fiduciary Planning’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
Q1 		$28.1M Buy
504,012
+1,960
+0.4% +$112K 8.5% 2
2025
Q4 		$28.4M Sell
502,052
-3,256
-0.6% -$181K 8.63% 2
2025
Q3 		$27.9M Sell
505,308
-16,704
-3% -$897K 8.52% 2
2025
Q2 		$27.4M Sell
522,012
-66,898
-11% -$3.32M 9.05% 2
2025
Q1 		$28.7M Buy
588,910
+8,459
+1% +$423K 9.47% 2
2024
Q4 		$28.9M Sell
580,451
-1,132
-0.2% -$55.9K 9.38% 2
2024
Q3 		$28.2M Buy
581,583
+7,772
+1% +$368K 9.58% 2
2024
Q2 		$26.8M Buy
573,811
+559
+0.1% +$25.4K 9.61% 2
2024
Q1 		$26M Sell
573,252
-3,632
-0.6% -$159K 9.81% 3
2023
Q4 		$24.6M Buy
576,884
+406,392
+238% +$16.4M 10.48% 3
2023
Q3 		$6.65M Buy
+170,492
New +$6.81M 3.14% 14

Other funds holding FFEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return