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 Q2	$2.46M	Sell	40,297 -1,022	-2%	-$61.1K	0.53%	43
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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Outlook Wealth Advisors's FFEB Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 2.5% in Q2 2026, selling an estimated $61.1K and leaving 40,297 shares worth $2.46M. The position accounts for 0.53% of the portfolio, ranked #43.

Outlook Wealth Advisors first reported a position in FFEB in Q3 2023 and has held it in 12 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Outlook Wealth Advisors held 40,297 shares of FT Vest US Equity Buffer ETF February worth $2.46M as of Q2 2026.
Outlook Wealth Advisors sold 1,022 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $61.1K.
FT Vest US Equity Buffer ETF February made up 0.53% of Outlook Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Outlook Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q3 2023 and has held it in 12 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.