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

Laidlaw Wealth Management’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
2023
Q4 		– Sell
-21,704
Closed -$669K – 248
2023
Q3 		$669K Hold
21,704
– – 0.22% 113
2023
Q2 		$677K Hold
21,704
– – 0.13% 166
2023
Q1 		$642K Buy
+21,704
New +$629K 0.13% 176

Other funds holding GFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Laidlaw Wealth Management's GFEB Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2023, closing a stake of 21,704 shares — an estimated $669K sold.

Laidlaw Wealth Management first reported a position in GFEB in Q1 2023 and held it in 3 quarters. The position peaked at $677K in Q2 2023. 40 funds tracked by Wall St. Rank hold GFEB as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 21,704 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2023, an estimated $669K.
  • Laidlaw Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 3 quarters.
  • Laidlaw Wealth Management's FT Vest US Equity Moderate Buffer ETF February position peaked at $677K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.