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 Q2	$360K	Buy	11,517 +1,526	+15%	+$47.3K	﹤0.01%	5305
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 $231M AUM 27.46% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

LPL Financial's FEBM Position: Q2 2026 in Review

LPL Financial increased its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 15% in Q2 2026, buying an estimated $47.3K and bringing the position to 11,517 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #5305.

LPL Financial first reported a position in FEBM in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold FEBM as of Q2 2026.

LPL Financial held 11,517 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $360K as of Q2 2026.
LPL Financial bought 1,526 FT Vest U.S. Equity Max Buffer ETF - February shares in Q2 2026, an estimated $47.3K.
FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5305 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 4 quarters since.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.