Grantvest Financial Group’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Grantvest Financial Group’s Portfolio GFEB Stock Details GFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,226	Closed	-$217K	–	172
2025 Q4	$217K	Sell	5,226 -2,288	-30%	-$93.7K	0.14%	156
2025 Q3	$305K	Sell	7,514 -1,038	-12%	-$41.3K	0.21%	114
2025 Q2	$333K	Hold	8,552	–	–	0.25%	96
2025 Q1	$314K	Buy	8,552 +299	+4%	+$11.2K	0.26%	94
2024 Q4	$308K	Buy	+8,253	New	+$305K	0.34%	89

Other funds holding GFEB

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Grantvest Financial Group's GFEB Position: Q1 2026 in Review

Grantvest Financial Group sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q1 2026, closing a stake of 5,226 shares — an estimated $217K sold.

Grantvest Financial Group first reported a position in GFEB in Q4 2024 and held it in 5 quarters. The position peaked at $333K in Q2 2025. 111 funds tracked by Wall St. Rank hold GFEB as of Q1 2026.

Grantvest Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q1 2026 after selling out during the quarter.
Grantvest Financial Group sold 5,226 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2026, an estimated $217K.
Grantvest Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q4 2024 and held it in 5 quarters.
Grantvest Financial Group's FT Vest US Equity Moderate Buffer ETF February position peaked at $333K in Q2 2025.
111 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.