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Kingswood Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Kingswood Wealth Advisors’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
2026
Q1 		$336K Buy
8,189
+2,700
+49% +$113K 0.02% 677
2025
Q4 		$228K Sell
5,489
-300
-5% -$12.3K 0.01% 772
2025
Q3 		$235K Hold
5,789
– – 0.01% 715
2025
Q2 		$226K Sell
5,789
-28
-0.5% -$1.04K 0.02% 663
2025
Q1 		$214K Buy
+5,817
New +$218K 0.02% 667
2024
Q3 		– Sell
-9,550
Closed -$338K – 700
2024
Q2 		$338K Buy
9,550
+3,074
+47% +$106K 0.03% 485
2024
Q1 		$223K Buy
+6,476
New +$218K 0.03% 556

Other funds holding GFEB

Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return