LPL Financial
FEBM

LPL Financial’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

LPL Financial’s Portfolio FEBM Stock Details FEBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
9,991
+1,326
+15% +$40.4K ﹤0.01% 5180
2025
Q4 		$263K Sell
8,665
-452
-5% -$13.6K ﹤0.01% 5250
2025
Q3 		$273K Buy
+9,117
New +$270K ﹤0.01% 5125

Other funds holding FEBM

CCA
Cooper Capital Advisors Encinitas, California $143M AUM 21.1% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial's FEBM Position: Q1 2026 in Review

LPL Financial increased its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 15% in Q1 2026, buying an estimated $40.4K and bringing the position to 9,991 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #5180.

LPL Financial first reported a position in FEBM in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

  • LPL Financial held 9,991 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $303K as of Q1 2026.
  • LPL Financial bought 1,326 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $40.4K.
  • FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5180 holding.
  • LPL Financial first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.