Independent Financial Group’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Independent Financial Group’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
2026 Q2	$488K	Buy	8,002 +350	+5%	+$20.9K	0.01%	1005
2026 Q1	$427K	Buy	7,652 +70	+0.9%	+$3.99K	0.01%	1004
2025 Q4	$429K	Hold	7,582	–	–	0.01%	968
2025 Q3	$418K	Hold	7,582	–	–	0.01%	926
2025 Q2	$397K	Hold	7,582	–	–	0.01%	883
2025 Q1	$370K	Hold	7,582	–	–	0.01%	842
2024 Q4	$377K	Hold	7,582	–	–	0.01%	808
2024 Q3	$368K	Buy	7,582 +335	+5%	+$15.9K	0.01%	782
2024 Q2	$339K	Sell	7,247 -500	-6%	-$22.7K	0.01%	774
2024 Q1	$351K	Buy	7,747 +1,297	+20%	+$56.9K	0.02%	720
2023 Q4	$275K	Hold	6,450	–	–	0.01%	757
2023 Q3	$251K	Hold	6,450	–	–	0.02%	746
2023 Q2	$257K	Buy	6,450 +1,000	+18%	+$38.1K	0.02%	712
2023 Q1	$204K	Buy	+5,450	New	+$199K	0.02%	766
2022 Q2	–	Sell	-5,450	Closed	-$208K	–	746
2022 Q1	$208K	Hold	5,450	–	–	0.02%	720
2021 Q4	$210K	Buy	+5,450	New	+$206K	0.02%	716

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 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

Independent Financial Group's FFEB Position: Q2 2026 in Review

Independent Financial Group increased its FT Vest US Equity Buffer ETF February (FFEB) stake by 4.6% in Q2 2026, buying an estimated $20.9K and bringing the position to 8,002 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1005.

Independent Financial Group first reported a position in FFEB in Q4 2021 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Independent Financial Group held 8,002 shares of FT Vest US Equity Buffer ETF February worth $488K as of Q2 2026.
Independent Financial Group bought 350 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $20.9K.
FT Vest US Equity Buffer ETF February made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1005 holding.
Independent Financial Group first reported a position in FT Vest US Equity Buffer ETF February in Q4 2021 and has held it in 16 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.