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 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

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

McKinley Carter Wealth Services's FFEB Position: Q2 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF February (FFEB) position steady in Q2 2026 at 11,059 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #212.

McKinley Carter Wealth Services first reported a position in FFEB in Q1 2023 and has held it in 14 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

McKinley Carter Wealth Services held 11,059 shares of FT Vest US Equity Buffer ETF February worth $674K as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF February made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #212 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 14 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.