SMART Wealth’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

SMART Wealth’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	$2.37M	Sell	57,678 -6,387	-10%	-$267K	0.69%	46
2025 Q4	$2.66M	Sell	64,065 -6,831	-10%	-$280K	0.81%	43
2025 Q3	$2.88M	Sell	70,896 -12,990	-15%	-$517K	1.08%	34
2025 Q2	$3.27M	Buy	+83,886	New	+$3.12M	1.03%	34

Other funds holding GFEB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

SMART Wealth's GFEB Position: Q1 2026 in Review

SMART Wealth reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 10% in Q1 2026, selling an estimated $267K and leaving 57,678 shares worth $2.37M. The position accounts for 0.69% of the portfolio, ranked #46.

SMART Wealth first reported a position in GFEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.27M in Q2 2025. 109 funds tracked by Wall St. Rank hold GFEB as of Q1 2026.

SMART Wealth held 57,678 shares of FT Vest US Equity Moderate Buffer ETF February worth $2.37M as of Q1 2026.
SMART Wealth sold 6,387 FT Vest US Equity Moderate Buffer ETF February shares in Q1 2026, an estimated $267K.
FT Vest US Equity Moderate Buffer ETF February made up 0.69% of SMART Wealth's portfolio in Q1 2026, its #46 holding.
SMART Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2025 and has held it in 4 quarters since.
SMART Wealth's FT Vest US Equity Moderate Buffer ETF February position peaked at $3.27M in Q2 2025.
109 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.