Gradient Investments’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Gradient Investments’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 Q2	–	Sell	-3,396	Closed	-$154K	–	1412
2024 Q1	$154K	Hold	3,396	–	–	﹤0.01%	319
2023 Q4	$145K	Hold	3,396	–	–	﹤0.01%	379
2023 Q3	$132K	Hold	3,396	–	–	﹤0.01%	356
2023 Q2	$135K	Hold	3,396	–	–	﹤0.01%	366
2023 Q1	$127K	Hold	3,396	–	–	﹤0.01%	342
2022 Q4	$121K	Hold	3,396	–	–	﹤0.01%	361
2022 Q3	$113K	Hold	3,396	–	–	﹤0.01%	343
2022 Q2	$116K	Hold	3,396	–	–	﹤0.01%	356
2022 Q1	$130K	Hold	3,396	–	–	﹤0.01%	340
2021 Q4	$131K	Hold	3,396	–	–	﹤0.01%	331
2021 Q3	$125K	Hold	3,396	–	–	﹤0.01%	336
2021 Q2	$123K	Hold	3,396	–	–	﹤0.01%	341
2021 Q1	$117K	Hold	3,396	–	–	﹤0.01%	342
2020 Q4	$105K	Hold	3,396	–	–	﹤0.01%	310
2020 Q3	$105K	Hold	3,396	–	–	﹤0.01%	310
2020 Q2	$100K	Hold	3,396	–	–	﹤0.01%	301
2020 Q1	$88K	Buy	+3,396	New	+$90.7K	﹤0.01%	289

Other funds holding FFEB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gradient Investments's FFEB Position: Q2 2024 in Review

Gradient Investments sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2024, closing a stake of 3,396 shares — an estimated $154K sold.

Gradient Investments first reported a position in FFEB in Q1 2020 and held it in 17 quarters. The position peaked at $154K in Q1 2024. 139 funds tracked by Wall St. Rank hold FFEB as of Q2 2024.

Gradient Investments reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 3,396 FT Vest US Equity Buffer ETF February shares in Q2 2024, an estimated $154K.
Gradient Investments first reported a position in FT Vest US Equity Buffer ETF February in Q1 2020 and held it in 17 quarters.
Gradient Investments's FT Vest US Equity Buffer ETF February position peaked at $154K in Q1 2024.
139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.