Sigma Planning Corp’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Sigma Planning Corp’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
2024 Q4	–	Sell	-7,693	Closed	-$374K	–	1195
2024 Q3	$374K	Sell	7,693 -38,776	-83%	-$1.84M	0.01%	860
2024 Q2	$2.17M	Sell	46,469 -614	-1%	-$27.9K	0.07%	267
2024 Q1	$2.13M	Buy	+47,083	New	+$2.07M	0.07%	294
2023 Q4	–	Sell	-10,205	Closed	-$398K	–	960
2023 Q3	$398K	Buy	+10,205	New	+$408K	0.01%	809
2021 Q4	–	Sell	-6,930	Closed	-$254K	–	1419
2021 Q3	$254K	Sell	6,930 -200	-3%	-$7.39K	0.01%	1148
2021 Q2	$259K	Buy	7,130 +902	+14%	+$32.2K	0.01%	1164
2021 Q1	$215K	Buy	+6,228	New	+$209K	0.01%	1167
2020 Q4	–	Sell	-108,220	Closed	-$3.35M	–	1219
2020 Q3	$3.35M	Buy	+108,220	New	+$3.32M	0.13%	174

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's FFEB Position: Q4 2024 in Review

Sigma Planning Corp sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 7,693 shares — an estimated $374K sold.

Sigma Planning Corp first reported a position in FFEB in Q3 2020 and held it in 8 quarters. The position peaked at $3.35M in Q3 2020. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

Sigma Planning Corp reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Sigma Planning Corp sold 7,693 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $374K.
Sigma Planning Corp first reported a position in FT Vest US Equity Buffer ETF February in Q3 2020 and held it in 8 quarters.
Sigma Planning Corp's FT Vest US Equity Buffer ETF February position peaked at $3.35M in Q3 2020.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.