Regal Investment Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Regal Investment 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	$2.51M	Sell	41,211 -700	-2%	-$41.8K	0.13%	182
2026 Q1	$2.34M	Sell	41,911 -989	-2%	-$56.4K	0.14%	180
2025 Q4	$2.43M	Sell	42,900 -31,986	-43%	-$1.78M	0.15%	163
2025 Q3	$4.13M	Buy	74,886 +68,341	+1,044%	+$3.67M	0.27%	98
2025 Q2	$343K	Sell	6,545 -325	-5%	-$16.1K	0.03%	398
2025 Q1	$335K	Hold	6,870	–	–	0.03%	381
2024 Q4	$342K	Sell	6,870 -1,050	-13%	-$51.8K	0.03%	385
2024 Q3	$385K	Sell	7,920 -5,035	-39%	-$239K	0.03%	396
2024 Q2	$606K	Hold	12,955	–	–	0.04%	322
2024 Q1	$587K	Hold	12,955	–	–	0.04%	328
2023 Q4	$553K	Sell	12,955 -500	-4%	-$20.1K	0.04%	308
2023 Q3	$524K	Sell	13,455 -2,460	-15%	-$98.3K	0.04%	283
2023 Q2	$634K	Sell	15,915 -125	-0.8%	-$4.77K	0.05%	260
2023 Q1	$600K	Hold	16,040	–	–	0.05%	258
2022 Q4	$571K	Hold	16,040	–	–	0.06%	254
2022 Q3	$536K	Sell	16,040 -11,550	-42%	-$410K	0.06%	252
2022 Q2	$942K	Sell	27,590 -295	-1%	-$10.6K	0.1%	198
2022 Q1	$1.06M	Sell	27,885 -680	-2%	-$25.7K	0.1%	209
2021 Q4	$1.1M	Buy	28,565 +9,835	+53%	+$372K	0.1%	224
2021 Q3	$687K	Hold	18,730	–	–	0.07%	294
2021 Q2	$681K	Buy	+18,730	New	+$668K	0.07%	283
2021 Q1	–	Sell	-20,285	Closed	-$671K	–	158
2020 Q4	$671K	Buy	+20,285	New	+$651K	0.08%	235
2020 Q3	–	Sell	-18,785	Closed	-$552K	–	67
2020 Q2	$552K	Buy	+18,785	New	+$530K	0.1%	173

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

Regal Investment Advisors's FFEB Position: Q2 2026 in Review

Regal Investment Advisors reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 1.7% in Q2 2026, selling an estimated $41.8K and leaving 41,211 shares worth $2.51M. The position accounts for 0.13% of the portfolio, ranked #182.

Regal Investment Advisors first reported a position in FFEB in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.13M in Q3 2025. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Regal Investment Advisors held 41,211 shares of FT Vest US Equity Buffer ETF February worth $2.51M as of Q2 2026.
Regal Investment Advisors sold 700 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $41.8K.
FT Vest US Equity Buffer ETF February made up 0.13% of Regal Investment Advisors's portfolio in Q2 2026, its #182 holding.
Regal Investment Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q2 2020 and has held it in 23 quarters since.
Regal Investment Advisors's FT Vest US Equity Buffer ETF February position peaked at $4.13M in Q3 2025.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.