McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

McKinley Carter Wealth 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
2026 Q3	$690K	Sell	11,029 -30	-0.3%	-$1.86K	0.04%	200
2026 Q2	$674K	Hold	11,059	–	–	0.03%	212
2026 Q1	$618K	Buy	11,059 +514	+5%	+$29.3K	0.04%	203
2025 Q4	$597K	Hold	10,545	–	–	0.03%	208
2025 Q3	$582K	Buy	10,545 +925	+10%	+$49.7K	0.03%	208
2025 Q2	$504K	Hold	9,620	–	–	0.03%	214
2025 Q1	$469K	Buy	9,620 +3,328	+53%	+$167K	0.03%	211
2024 Q4	$313K	Hold	6,292	–	–	0.02%	245
2024 Q3	$306K	Hold	6,292	–	–	0.02%	258
2024 Q2	$294K	Hold	6,292	–	–	0.02%	259
2024 Q1	$285K	Buy	6,292 +342	+6%	+$15K	0.02%	262
2023 Q4	$254K	Hold	5,950	–	–	0.02%	267
2023 Q3	$232K	Hold	5,950	–	–	0.02%	273
2023 Q2	$237K	Hold	5,950	–	–	0.02%	278
2023 Q1	$222K	Buy	+5,950	New	+$217K	0.02%	280

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

McKinley Carter Wealth Services's FFEB Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 0.27% in Q3 2026, selling an estimated $1.86K and leaving 11,029 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #200.

McKinley Carter Wealth Services first reported a position in FFEB in Q1 2023 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold FFEB as of Q3 2026.

McKinley Carter Wealth Services held 11,029 shares of FT Vest US Equity Buffer ETF February worth $690K as of Q3 2026.
McKinley Carter Wealth Services sold 30 FT Vest US Equity Buffer ETF February shares in Q3 2026, an estimated $1.86K.
FT Vest US Equity Buffer ETF February made up 0.04% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #200 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF February in Q1 2023 and has held it in 15 quarters since.
80 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.