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Sequent Planning’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Sequent Planning’s Portfolio GFEB Stock Details GFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$319K Buy
7,764
+1,529
+25% +$63.8K 0.08% 170
2025
Q4 		$259K Hold
6,235
– – 0.07% 190
2025
Q3 		$253K Hold
6,235
– – 0.07% 174
2025
Q2 		$243K Hold
6,235
– – 0.08% 138
2025
Q1 		$229K Hold
6,235
– – 0.08% 132
2024
Q4 		$233K Sell
6,235
-25,432
-80% -$941K 0.09% 127
2024
Q3 		$1.16M Buy
31,667
+6,270
+25% +$224K 0.4% 43
2024
Q2 		$901K Buy
25,397
+3,591
+16% +$124K 0.31% 52
2024
Q1 		$751K Buy
+21,806
New +$733K 0.27% 69

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return