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

Gries Financial’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
2025 Q3	–	Sell	-78,819	Closed	-$3.07M	–	330
2025 Q2	$3.07M	Buy	78,819 +26,927	+52%	+$1M	0.56%	32
2025 Q1	$1.91M	Buy	+51,892	New	+$1.95M	0.37%	56

Other funds holding GFEB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

MAM

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

Gries Financial's GFEB Position: Q3 2025 in Review

Gries Financial sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2025, closing a stake of 78,819 shares — an estimated $3.07M sold.

Gries Financial first reported a position in GFEB in Q1 2025 and held it in 2 quarters. The position peaked at $3.07M in Q2 2025. 108 funds tracked by Wall St. Rank hold GFEB as of Q3 2025.

Gries Financial reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2025 after selling out during the quarter.
Gries Financial sold 78,819 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2025, an estimated $3.07M.
Gries Financial first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2025 and held it in 2 quarters.
Gries Financial's FT Vest US Equity Moderate Buffer ETF February position peaked at $3.07M in Q2 2025.
108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.