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 Q2	$324K	Buy	+10,391	New	+$322K	0.05%	170
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 $231M AUM 27.46% 1-Year Est. Return

MFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Precedent Wealth Partners's FEBM Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in FT Vest U.S. Equity Max Buffer ETF - February (FEBM) in Q2 2026: 10,391 shares worth $324K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in FEBM as recently as Q4 2025.

Precedent Wealth Partners first reported a position in FEBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q2 2025. 40 funds tracked by Wall St. Rank hold FEBM as of Q2 2026.

Precedent Wealth Partners held 10,391 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $324K as of Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - February was a new Precedent Wealth Partners position in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.05% of Precedent Wealth Partners's portfolio in Q2 2026, its #170 holding.
Precedent Wealth Partners 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.
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 Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.