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

Liberty 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
2024
Q3 		– Sell
-83,369
Closed -$83K – 230
2024
Q2 		$83K Buy
+83,369
New +$2.88M 0.02% 209

Other funds holding GFEB

SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Liberty Wealth Management's GFEB Position: Q3 2024 in Review

Liberty Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q3 2024, closing a stake of 83,369 shares — an estimated $83K sold.

Liberty Wealth Management first reported a position in GFEB in Q2 2024 and held it in 1 quarter. The position peaked at $83K in Q2 2024. 93 funds tracked by Wall St. Rank hold GFEB as of Q3 2024.

  • Liberty Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 83,369 FT Vest US Equity Moderate Buffer ETF February shares in Q3 2024, an estimated $83K.
  • Liberty Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's FT Vest US Equity Moderate Buffer ETF February position peaked at $83K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.