Foundations Investment Advisors’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Foundations Investment Advisors’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,200	Closed	-$522K	–	1335
2026 Q1	$522K	Sell	17,200 -2,177	-11%	-$66.4K	0.01%	709
2025 Q4	$589K	Buy	19,377 +9,083	+88%	+$273K	0.01%	656
2025 Q3	$308K	Buy	+10,294	New	+$305K	﹤0.01%	842

Other funds holding FEBM

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Foundations Investment Advisors's FEBM Position: Q2 2026 in Review

Foundations Investment Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - February (FEBM) in Q2 2026, closing a stake of 17,200 shares — an estimated $522K sold.

Foundations Investment Advisors first reported a position in FEBM in Q3 2025 and held it in 3 quarters. The position peaked at $589K in Q4 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q2 2026.

Foundations Investment Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - February position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 17,200 FT Vest U.S. Equity Max Buffer ETF - February shares in Q2 2026, an estimated $522K.
Foundations Investment Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q3 2025 and held it in 3 quarters.
Foundations Investment Advisors's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $589K in Q4 2025.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.