MCM
GFEB icon

MAI Capital Management’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

MAI Capital 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
2026
Q1 		$3.26M Buy
79,328
+59,403
+298% +$2.48M 0.02% 493
2025
Q4 		$827K Sell
19,925
-4,733
-19% -$194K ﹤0.01% 798
2025
Q3 		$1M Hold
24,658
– – 0.01% 710
2025
Q2 		$961K Sell
24,658
-148
-0.6% -$5.51K 0.01% 662
2025
Q1 		$912K Sell
24,806
-8,312
-25% -$312K 0.01% 643
2024
Q4 		$1.24M Buy
33,118
+1,914
+6% +$70.8K 0.01% 584
2024
Q3 		$1.14M Sell
31,204
-2,217
-7% -$79.4K 0.01% 519
2024
Q2 		$1.18M Hold
33,421
– – 0.01% 552
2024
Q1 		$1.15M Buy
+33,421
New +$1.12M 0.01% 530

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return