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Holistic Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF February XFEB Stock Holding History

Holistic Planning’s Portfolio XFEB Stock Details XFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$277K Sell
7,854
-156
-2% -$5.58K 0.06% 246
2025
Q4 		$286K Hold
8,010
– – 0.06% 225
2025
Q3 		$280K Hold
8,010
– – 0.07% 189
2025
Q2 		$272K Hold
8,010
– – 0.08% 182
2025
Q1 		$258K Buy
8,010
+1,671
+26% +$54.7K 0.09% 154
2024
Q4 		$207K Hold
6,339
– – 0.08% 167
2024
Q3 		$204K Buy
+6,339
New +$200K 0.09% 152

Other funds holding XFEB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Holistic Planning's XFEB Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) stake by 1.9% in Q1 2026, selling an estimated $5.58K and leaving 7,854 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #246.

Holistic Planning first reported a position in XFEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $286K in Q4 2025. 27 funds tracked by Wall St. Rank hold XFEB as of Q1 2026.

  • Holistic Planning held 7,854 shares of FT Vest US Equity Enhance & Moderate Buffer ETF February worth $277K as of Q1 2026.
  • Holistic Planning sold 156 FT Vest US Equity Enhance & Moderate Buffer ETF February shares in Q1 2026, an estimated $5.58K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF February made up 0.06% of Holistic Planning's portfolio in Q1 2026, its #246 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's FT Vest US Equity Enhance & Moderate Buffer ETF February position peaked at $286K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF February as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.