MBL Wealth’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

MBL Wealth’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
2026 Q2	$333K	Sell	5,455 -50	-0.9%	-$2.99K	0.02%	267
2026 Q1	$307K	Sell	5,505 -125	-2%	-$7.12K	0.02%	257
2025 Q4	$319K	Sell	5,630 -300	-5%	-$16.7K	0.03%	231
2025 Q3	$327K	Sell	5,930 -50	-0.8%	-$2.69K	0.03%	189
2025 Q2	$313K	Sell	5,980 -2,450	-29%	-$121K	0.03%	184
2025 Q1	$411K	Sell	8,430 -3,025	-26%	-$151K	0.04%	149
2024 Q4	$570K	Sell	11,455 -900	-7%	-$44.4K	0.06%	131
2024 Q3	$600K	Sell	12,355 -12,550	-50%	-$595K	0.06%	127
2024 Q2	$1.17M	Buy	+24,905	New	+$1.13M	0.13%	81

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth's FFEB Position: Q2 2026 in Review

MBL Wealth reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 0.91% in Q2 2026, selling an estimated $2.99K and leaving 5,455 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #267.

MBL Wealth first reported a position in FFEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q2 2024. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

MBL Wealth held 5,455 shares of FT Vest US Equity Buffer ETF February worth $333K as of Q2 2026.
MBL Wealth sold 50 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $2.99K.
FT Vest US Equity Buffer ETF February made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #267 holding.
MBL Wealth first reported a position in FT Vest US Equity Buffer ETF February in Q2 2024 and has held it in 9 quarters since.
MBL Wealth's FT Vest US Equity Buffer ETF February position peaked at $1.17M in Q2 2024.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.