Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Steward Partners Investment Advisory’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	$1.95M	Sell	31,992 -1,084	-3%	-$64.8K	0.01%	932
2026 Q1	$1.85M	Sell	33,076 -745	-2%	-$42.5K	0.01%	892
2025 Q4	$1.91M	Sell	33,821 -450	-1%	-$25.1K	0.01%	800
2025 Q3	$1.89M	Hold	34,271	–	–	0.01%	798
2025 Q2	$1.8M	Sell	34,271 -4,800	-12%	-$238K	0.01%	751
2025 Q1	$1.91M	Sell	39,071 -414	-1%	-$20.7K	0.02%	667
2024 Q4	$1.97M	Buy	39,485 +2,121	+6%	+$105K	0.02%	644
2024 Q3	$1.81M	Buy	37,364 +2,243	+6%	+$106K	0.02%	664
2024 Q2	$1.64M	Sell	35,121 -150	-0.4%	-$6.82K	0.02%	648
2024 Q1	$1.6M	Buy	35,271 +31,244	+776%	+$1.37M	0.02%	644
2023 Q4	$172K	Sell	4,027 -275	-6%	-$11.1K	﹤0.01%	1439
2023 Q3	$168K	Hold	4,302	–	–	﹤0.01%	1368
2023 Q2	$171K	Buy	4,302 +1,000	+30%	+$38.1K	﹤0.01%	1359
2023 Q1	$123K	Buy	3,302 +1,027	+45%	+$37.5K	﹤0.01%	1493
2022 Q4	$80.9K	Hold	2,275	–	–	﹤0.01%	1630
2022 Q3	$76K	Hold	2,275	–	–	﹤0.01%	1605
2022 Q2	$78K	Hold	2,275	–	–	﹤0.01%	1599
2022 Q1	$87K	Buy	+2,275	New	+$85.8K	﹤0.01%	1660

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

Steward Partners Investment Advisory's FFEB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 3.3% in Q2 2026, selling an estimated $64.8K and leaving 31,992 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #932.

Steward Partners Investment Advisory first reported a position in FFEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.97M in Q4 2024. 186 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Steward Partners Investment Advisory held 31,992 shares of FT Vest US Equity Buffer ETF February worth $1.95M as of Q2 2026.
Steward Partners Investment Advisory sold 1,084 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $64.8K.
FT Vest US Equity Buffer ETF February made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #932 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF February in Q1 2022 and has held it in 18 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF February position peaked at $1.97M in Q4 2024.
186 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.