Sequent Planning’s FT Vest U.S. Equity Max Buffer ETF - February FEBM Stock Holding History

Sequent Planning’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	$241K	Buy	+7,956	New	+$243K	0.06%	218

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

Sequent Planning's FEBM Position: Q1 2026 in Review

Sequent Planning opened a new position in FT Vest U.S. Equity Max Buffer ETF - February (FEBM) in Q1 2026: 7,956 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #218 among its holdings.

40 funds tracked by Wall St. Rank hold FEBM as of Q1 2026.

Sequent Planning held 7,956 shares of FT Vest U.S. Equity Max Buffer ETF - February worth $241K as of Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - February was a new Sequent Planning position in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - February made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #218 holding.
40 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - February as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.