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Lloyd Advisory Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Lloyd Advisory Services’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
2024
Q4 		– Sell
-7,294
Closed -$354K – 104
2024
Q3 		$354K Buy
+7,294
New +$346K 0.17% 68

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lloyd Advisory Services's FFEB Position: Q4 2024 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 7,294 shares — an estimated $354K sold.

Lloyd Advisory Services first reported a position in FFEB in Q3 2024 and held it in 1 quarter. The position peaked at $354K in Q3 2024. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

  • Lloyd Advisory Services reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 7,294 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $354K.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Buffer ETF February in Q3 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's FT Vest US Equity Buffer ETF February position peaked at $354K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on Lloyd Advisory Services's 13F filing for Q4 2024, filed 3 Feb 2025.