Laidlaw Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Laidlaw Wealth Management’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
2025 Q4	–	Sell	-20,722	Closed	-$1.14M	–	52
2025 Q3	$1.14M	Sell	20,722 -352	-2%	-$18.9K	2.72%	9
2025 Q2	$1.1M	Sell	21,074 -237	-1%	-$11.7K	3.18%	7
2025 Q1	$1.04M	Sell	21,311 -915	-4%	-$45.8K	3.06%	10
2024 Q4	$1.11M	Hold	22,226	–	–	0.48%	60
2024 Q3	$1.08M	Sell	22,226 -54	-0.2%	-$2.56K	0.53%	61
2024 Q2	$1.04M	Buy	22,280 +1,017	+5%	+$46.2K	0.57%	55
2024 Q1	$963K	Buy	+21,263	New	+$933K	0.54%	57

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Laidlaw Wealth Management's FFEB Position: Q4 2025 in Review

Laidlaw Wealth Management sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2025, closing a stake of 20,722 shares — an estimated $1.14M sold.

Laidlaw Wealth Management first reported a position in FFEB in Q1 2024 and held it in 7 quarters. The position peaked at $1.14M in Q3 2025. 162 funds tracked by Wall St. Rank hold FFEB as of Q4 2025.

Laidlaw Wealth Management reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 20,722 FT Vest US Equity Buffer ETF February shares in Q4 2025, an estimated $1.14M.
Laidlaw Wealth Management first reported a position in FT Vest US Equity Buffer ETF February in Q1 2024 and held it in 7 quarters.
Laidlaw Wealth Management's FT Vest US Equity Buffer ETF February position peaked at $1.14M in Q3 2025.
162 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2025.

Based on Laidlaw Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.