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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
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

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return