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Heritage Oak Wealth Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Heritage Oak Wealth 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
2024
Q4 		– Sell
-4,809
Closed -$234K – 99
2024
Q3 		$234K Buy
+4,809
New +$228K 0.11% 127

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AA
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RFG
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Osaic Holdings
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AF
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KAS
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Heritage Oak Wealth Advisors's FFEB Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 4,809 shares — an estimated $234K sold.

Heritage Oak Wealth Advisors first reported a position in FFEB in Q3 2024 and held it in 1 quarter. The position peaked at $234K in Q3 2024. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,809 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $234K.
  • Heritage Oak Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's FT Vest US Equity Buffer ETF February position peaked at $234K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.