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GeoWealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

GeoWealth Management’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
2024
Q4 		– Sell
-38,255
Closed -$1.86M – 1827
2024
Q3 		$1.86M Buy
38,255
+35,185
+1,146% +$1.67M 0.07% 197
2024
Q2 		$144K Sell
3,070
-525
-15% -$23.9K 0.01% 743
2024
Q1 		$163K Buy
+3,595
New +$158K 0.01% 722
2023
Q4 		– Sell
-5,482
Closed -$213K – 688
2023
Q3 		$213K Buy
+5,482
New +$219K 0.02% 279

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GeoWealth Management's FFEB Position: Q4 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 38,255 shares — an estimated $1.86M sold.

GeoWealth Management first reported a position in FFEB in Q3 2023 and held it in 4 quarters. The position peaked at $1.86M in Q3 2024. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 38,255 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $1.86M.
  • GeoWealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q3 2023 and held it in 4 quarters.
  • GeoWealth Management's FT Vest US Equity Buffer ETF February position peaked at $1.86M in Q3 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.