Precedent Wealth Partners’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Precedent Wealth Partners’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	–	Sell	-94,006	Closed	-$2.86M	–	178
2025 Q4	$2.86M	Sell	94,006 -1,206	-1%	-$36.3K	0.6%	53
2025 Q3	$2.85M	Sell	95,212 -3,019	-3%	-$89.4K	0.63%	49
2025 Q2	$2.88M	Sell	98,231 -1,312	-1%	-$37.7K	0.71%	43
2025 Q1	$2.83M	Buy	+99,543	New	+$2.85M	0.79%	30

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

Precedent Wealth Partners's FEBM Position: Q1 2026 in Review

Precedent Wealth Partners sold out of FT Vest U.S. Equity Max Buffer ETF - February (FEBM) in Q1 2026, closing a stake of 94,006 shares — an estimated $2.86M sold.

Precedent Wealth Partners first reported a position in FEBM in Q1 2025 and held it in 4 quarters. The position peaked at $2.88M in Q2 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

Precedent Wealth Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - February position as of Q1 2026 after selling out during the quarter.
Precedent Wealth Partners sold 94,006 FT Vest U.S. Equity Max Buffer ETF - February shares in Q1 2026, an estimated $2.86M.
Precedent Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - February in Q1 2025 and held it in 4 quarters.
Precedent Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - February position peaked at $2.88M 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 Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.