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Naviter Wealth’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Naviter Wealth’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
2024
Q1 		– Sell
-6,640
Closed -$283K – 240
2023
Q4 		$283K Sell
6,640
-7,385
-53% -$298K 0.06% 188
2023
Q3 		$547K Buy
+14,025
New +$560K 0.13% 166

Other funds holding FFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Naviter Wealth's FFEB Position: Q1 2024 in Review

Naviter Wealth sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2024, closing a stake of 6,640 shares — an estimated $283K sold.

Naviter Wealth first reported a position in FFEB in Q3 2023 and held it in 2 quarters. The position peaked at $547K in Q3 2023. 132 funds tracked by Wall St. Rank hold FFEB as of Q1 2024.

  • Naviter Wealth reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2024 after selling out during the quarter.
  • Naviter Wealth sold 6,640 FT Vest US Equity Buffer ETF February shares in Q1 2024, an estimated $283K.
  • Naviter Wealth first reported a position in FT Vest US Equity Buffer ETF February in Q3 2023 and held it in 2 quarters.
  • Naviter Wealth's FT Vest US Equity Buffer ETF February position peaked at $547K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2024.

Based on Naviter Wealth's 13F filing for Q1 2024, filed 18 Apr 2024.