TLA
GFEB icon

Tanglewood Legacy Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Tanglewood Legacy Advisors’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 		$3.69M Buy
89,829
+21,858
+32% +$913K 1.34% 13
2025
Q4 		$2.82M Hold
67,971
– – 1.06% 17
2025
Q3 		$2.76M Sell
67,971
-2,743
-4% -$109K 1.07% 16
2025
Q2 		$2.76M Sell
70,714
-987
-1% -$36.7K 1.13% 14
2025
Q1 		$2.64M Buy
71,701
+14,167
+25% +$531K 1.16% 14
2024
Q4 		$2.15M Hold
57,534
– – 0.92% 19
2024
Q3 		$2.1M Sell
57,534
-80
-0.1% -$2.86K 0.93% 20
2024
Q2 		$2.04M Sell
57,614
-44
-0.1% -$1.52K 0.96% 20
2024
Q1 		$1.99M Buy
57,658
+44,713
+345% +$1.5M 0.98% 19
2023
Q4 		$428K Hold
12,945
– – 0.23% 58
2023
Q3 		$399K Hold
12,945
– – 0.24% 58
2023
Q2 		$404K Buy
+12,945
New +$390K 0.23% 57

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