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

Outlook Wealth Advisors’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 		$2.31M Sell
41,319
-507
-1% -$28.9K 0.56% 37
2025
Q4 		$2.37M Hold
41,826
– – 0.54% 38
2025
Q3 		$2.31M Buy
41,826
+125
+0.3% +$6.71K 0.57% 39
2025
Q2 		$2.19M Hold
41,701
– – 0.56% 32
2025
Q1 		$2.03M Buy
41,701
+177
+0.4% +$8.86K 0.57% 34
2024
Q4 		$2.07M Sell
41,524
-6,017
-13% -$297K 0.59% 32
2024
Q3 		$2.31M Buy
47,541
+6,566
+16% +$311K 0.66% 30
2024
Q2 		$423K Hold
40,975
– – 0.13% 154
2024
Q1 		$1.86M Buy
40,975
+35,762
+686% +$1.57M 0.57% 39
2023
Q4 		$222K Sell
5,213
-33,494
-87% -$1.35M 0.08% 217
2023
Q3 		$1.51M Buy
+38,707
New +$1.55M 0.58% 41

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 $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return