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

Independent 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
2025 Q3	–	Sell	-12,274	Closed	-$479K	–	1389
2025 Q2	$479K	Sell	12,274 -100	-0.8%	-$3.72K	0.01%	803
2025 Q1	$455K	Sell	12,374 -129	-1%	-$4.84K	0.02%	741
2024 Q4	$467K	Buy	12,503 +1,857	+17%	+$68.7K	0.02%	717
2024 Q3	$389K	Buy	10,646 +776	+8%	+$27.8K	0.01%	762
2024 Q2	$350K	Buy	+9,870	New	+$341K	0.01%	762

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

Independent Financial Group's GFEB Position: Q3 2025 in Review

Independent Financial Group sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2025, closing a stake of 12,274 shares — an estimated $479K sold.

Independent Financial Group first reported a position in GFEB in Q2 2024 and held it in 5 quarters. The position peaked at $479K in Q2 2025. 108 funds tracked by Wall St. Rank hold GFEB as of Q3 2025.

Independent Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 12,274 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2025, an estimated $479K.
Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2024 and held it in 5 quarters.
Independent Financial Group's FT Vest US Equity Moderate Buffer ETF February position peaked at $479K 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 Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.