Foundations Investment Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Foundations Investment Advisors’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 Q2	$340K	Sell	5,568 -253	-4%	-$15.1K	﹤0.01%	908
2026 Q1	$325K	Buy	5,821 +2,004	+53%	+$114K	﹤0.01%	875
2025 Q4	$216K	Buy	3,817 +37	+1%	+$2.06K	﹤0.01%	1029
2025 Q3	$208K	Sell	3,780 -199	-5%	-$10.7K	﹤0.01%	985
2025 Q2	$209K	Buy	+3,979	New	+$197K	﹤0.01%	873
2024 Q2	–	Sell	-29,521	Closed	-$1.34M	–	766
2024 Q1	$1.34M	Buy	+29,521	New	+$1.3M	0.04%	277

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 4.3% in Q2 2026, selling an estimated $15.1K and leaving 5,568 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Foundations Investment Advisors first reported a position in FFEB in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q1 2024. 186 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Foundations Investment Advisors held 5,568 shares of FT Vest US Equity Buffer ETF February worth $340K as of Q2 2026.
Foundations Investment Advisors sold 253 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $15.1K.
FT Vest US Equity Buffer ETF February made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #908 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q1 2024 and has held it in 6 quarters since.
Foundations Investment Advisors's FT Vest US Equity Buffer ETF February position peaked at $1.34M in Q1 2024.
186 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

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