Osaic Holdings’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Osaic Holdings’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 Q1	$381K	Buy	12,552 +561	+5%	+$17.1K	﹤0.01%	3613
2025 Q4	$364K	Sell	11,991 -5,021	-30%	-$151K	﹤0.01%	3625
2025 Q3	$509K	Sell	17,012 -2,263	-12%	-$67K	﹤0.01%	3411
2025 Q2	$565K	Buy	19,275 +9,930	+106%	+$286K	﹤0.01%	3021
2025 Q1	$266K	Buy	+9,345	New	+$267K	﹤0.01%	3409

Other funds holding FEBM

CCA

Cooper Capital Advisors Encinitas, California $143M AUM 21.1% 1-Year Est. Return

MFS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings's FEBM Position: Q1 2026 in Review

Osaic Holdings increased its FT Vest U.S. Equity Max Buffer ETF - February (FEBM) stake by 4.7% in Q1 2026, buying an estimated $17.1K and bringing the position to 12,552 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Osaic Holdings first reported a position in FEBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $565K in Q2 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

Osaic Holdings held 12,552 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $381K as of Q1 2026.
Osaic Holdings bought 561 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $17.1K.
FT Vest U.S. Equity Max Buffer ETF - February made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3613 holding.
Osaic Holdings first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q1 2025 and has held it in 5 quarters since.
Osaic Holdings's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $565K in Q2 2025.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.