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Turtle Creek Wealth Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q2 		– Sell
-1,456
Closed -$65.9K – 200
2024
Q1 		$65.9K Buy
1,456
+1,256
+628% +$55.1K 0.02% 165
2023
Q4 		$8.53K Buy
+200
New +$8.06K ﹤0.01% 567

Other funds holding FFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Turtle Creek Wealth Advisors's FFEB Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q2 2024, closing a stake of 1,456 shares — an estimated $65.9K sold.

Turtle Creek Wealth Advisors first reported a position in FFEB in Q4 2023 and held it in 2 quarters. The position peaked at $65.9K in Q1 2024. 139 funds tracked by Wall St. Rank hold FFEB as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF February position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,456 FT Vest US Equity Buffer ETF February shares in Q2 2024, an estimated $65.9K.
  • Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's FT Vest US Equity Buffer ETF February position peaked at $65.9K in Q1 2024.
  • 139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.