United Capital Financial Advisors’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

United Capital Financial 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
2026 Q2	$646K	Buy	10,585 +2,245	+27%	+$134K	﹤0.01%	997
2026 Q1	$466K	Buy	8,340 +1,045	+14%	+$59.5K	﹤0.01%	1100
2025 Q4	$413K	Hold	7,295	–	–	﹤0.01%	1042
2025 Q3	$402K	Sell	7,295 -200	-3%	-$10.7K	﹤0.01%	934
2025 Q2	$393K	Hold	7,495	–	–	﹤0.01%	845
2025 Q1	$366K	Buy	+7,495	New	+$375K	﹤0.01%	834
2022 Q3	–	Sell	-9,126	Closed	-$312K	–	1104
2022 Q2	$312K	Buy	+9,126	New	+$328K	﹤0.01%	930

Other funds holding FFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

United Capital Financial Advisors's FFEB Position: Q2 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF February (FFEB) stake by 27% in Q2 2026, buying an estimated $134K and bringing the position to 10,585 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

United Capital Financial Advisors first reported a position in FFEB in Q2 2022 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

United Capital Financial Advisors held 10,585 shares of FT Vest US Equity Buffer ETF February worth $646K as of Q2 2026.
United Capital Financial Advisors bought 2,245 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $134K.
FT Vest US Equity Buffer ETF February made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #997 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF February in Q2 2022 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.