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

Financial Gravity Companies’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 		$33.6K Hold
900
– – 0.01% 352
2024
Q3 		$32.9K Buy
+900
New +$32.2K 0.01% 217

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

Financial Gravity Companies's GFEB Position: Q4 2024 in Review

Financial Gravity Companies held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q4 2024 at 900 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #352.

Financial Gravity Companies first reported a position in GFEB in Q3 2024 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

  • Financial Gravity Companies held 900 shares of FT Vest US Equity Moderate Buffer ETF February worth $33.6K as of Q4 2024.
  • Financial Gravity Companies left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q4 2024.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #352 holding.
  • Financial Gravity Companies first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q3 2024 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.