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 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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Milestone Asset Management's FEBM Position: Q2 2026 in Review

Milestone Asset Management held its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) position steady in Q2 2026 at 9,836 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #221.

Milestone Asset Management first reported a position in FEBM in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold FEBM as of Q2 2026.

Milestone Asset Management held 9,836 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $307K as of Q2 2026.
Milestone Asset Management left its FT Vest U.S. Equity Max Buffer ETF - February share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #221 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 5 quarters since.
5 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.