FIA
FEBM

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
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 $143M AUM 21.1% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Foundations Investment Advisors's FEBM Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 11% in Q1 2026, selling an estimated $66.4K and leaving 17,200 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #709.

Foundations Investment Advisors first reported a position in FEBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $589K in Q4 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

  • Foundations Investment Advisors held 17,200 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $522K as of Q1 2026.
  • Foundations Investment Advisors sold 2,177 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $66.4K.
  • FT Vest U.S. Equity Max Buffer ETF - February made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #709 holding.
  • Foundations Investment Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q3 2025 and has held it in 3 quarters since.
  • 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 Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.