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

Financial Gravity 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
2025 Q1	$33.1K	Buy	+900	New	+$33.7K	0.01%	387
2024 Q2	$276K	Sell	7,800 -23,400	-75%	-$809K	0.07%	101
2024 Q1	$1.05M	Buy	31,200 +15,000	+93%	+$505K	0.14%	78
2023 Q4	$535K	Buy	+16,200	New	+$513K	0.01%	448

Other funds holding GFEB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 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

Financial Gravity Asset Management's GFEB Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q1 2025: 900 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in GFEB as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in GFEB in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2024. 113 funds tracked by Wall St. Rank hold GFEB as of Q1 2025.

Financial Gravity Asset Management held 900 shares of FT Vest US Equity Moderate Buffer ETF February worth $33.1K as of Q1 2025.
FT Vest US Equity Moderate Buffer ETF February was a new Financial Gravity Asset Management position in Q1 2025.
FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #387 holding.
Financial Gravity Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q4 2023 and has held it in 4 quarters since.
Financial Gravity Asset Management's FT Vest US Equity Moderate Buffer ETF February position peaked at $1.05M in Q1 2024.
113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.