Milestone Asset Management’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Milestone Asset Management’s Portfolio FEBM Stock Details FEBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Sell	9,081 -755	-8%	-$23.8K	0.05%	203
2026 Q2	$307K	Hold	9,836	–	–	0.05%	221
2026 Q1	$298K	Buy	9,836 +1,778	+22%	+$54.2K	0.06%	202
2025 Q4	$245K	Hold	8,058	–	–	0.05%	192
2025 Q3	$241K	Hold	8,058	–	–	0.05%	202
2025 Q2	$236K	Buy	+8,058	New	+$232K	0.05%	187

Other funds holding FEBM

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Milestone Asset Management's FEBM Position: Q3 2026 in Review

Milestone Asset Management reduced its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 7.7% in Q3 2026, selling an estimated $23.8K and leaving 9,081 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #203.

Milestone Asset Management first reported a position in FEBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $307K in Q2 2026. 25 funds tracked by Wall St. Rank hold FEBM as of Q3 2026.

Milestone Asset Management held 9,081 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $288K as of Q3 2026.
Milestone Asset Management sold 755 FT Vest U.S. Equity Max Buffer ETF - February shares in Q3 2026, an estimated $23.8K.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.05% of Milestone Asset Management's portfolio in Q3 2026, its #203 holding.
Milestone Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q2 2025 and has held it in 6 quarters since.
Milestone Asset Management's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $307K in Q2 2026.
25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.