Sowell Financial Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Sowell Financial Services’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	$323K	Sell	5,302 -2,129	-29%	-$127K	0.01%	840
2026 Q1	$415K	Buy	7,431 +1,654	+29%	+$94.3K	0.02%	705
2025 Q4	$327K	Sell	5,777 -1,018	-15%	-$56.7K	0.01%	802
2025 Q3	$375K	Sell	6,795 -1,060	-13%	-$56.9K	0.01%	737
2025 Q2	$412K	Sell	7,855 -319	-4%	-$15.8K	0.02%	668
2025 Q1	$399K	Buy	+8,174	New	+$409K	0.02%	654
2022 Q1	–	Sell	-18,884	Closed	-$726K	–	265
2021 Q4	$726K	Sell	18,884 -948	-5%	-$35.8K	0.04%	377
2021 Q3	$727K	Sell	19,832 -176	-0.9%	-$6.5K	0.05%	343
2021 Q2	$727K	Sell	20,008 -30	-0.1%	-$1.07K	0.05%	360
2021 Q1	$717K	Buy	20,038 +7,697	+62%	+$259K	0.03%	513
2020 Q4	$408K	Hold	12,341	–	–	0.02%	588
2020 Q3	$381K	Sell	12,341 -8,203	-40%	-$252K	0.02%	533
2020 Q2	$604K	Buy	20,544 +300	+1%	+$8.46K	0.03%	404
2020 Q1	$523K	Buy	+20,244	New	+$541K	0.04%	390

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Sowell Financial Services's FFEB Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 29% in Q2 2026, selling an estimated $127K and leaving 5,302 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #840.

Sowell Financial Services first reported a position in FFEB in Q1 2020 and has held it in 14 quarters since. The position peaked at $727K in Q3 2021. 186 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Sowell Financial Services held 5,302 shares of FT Vest US Equity Buffer ETF February worth $323K as of Q2 2026.
Sowell Financial Services sold 2,129 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $127K.
FT Vest US Equity Buffer ETF February made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #840 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF February in Q1 2020 and has held it in 14 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF February position peaked at $727K in Q3 2021.
186 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.