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Triad Wealth Partners’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Triad Wealth Partners’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
Q1 		$211K Buy
+3,783
New +$216K 0.02% 461
2024
Q3 		– Sell
-1,597
Closed -$74.7K – 336
2024
Q2 		$74.7K Buy
+1,597
New +$72.6K 0.04% 176

Other funds holding FFEB

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
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

Triad Wealth Partners's FFEB Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in FT Vest US Equity Buffer ETF February (FFEB) in Q1 2026: 3,783 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in FFEB as recently as Q2 2024.

Triad Wealth Partners first reported a position in FFEB in Q2 2024 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold FFEB as of Q1 2026.

  • Triad Wealth Partners held 3,783 shares of FT Vest US Equity Buffer ETF February worth $211K as of Q1 2026.
  • FT Vest US Equity Buffer ETF February was a new Triad Wealth Partners position in Q1 2026.
  • FT Vest US Equity Buffer ETF February made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #461 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer ETF February in Q2 2024 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.