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Uniting Wealth Partners’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Uniting Wealth Partners’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
2025
Q4 		– Sell
-131,037
Closed -$5.32M – 175
2025
Q3 		$5.32M Buy
131,037
+3,729
+3% +$148K 1.25% 24
2025
Q2 		$4.96M Buy
+127,308
New +$4.74M 1.92% 11

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Uniting Wealth Partners's GFEB Position: Q4 2025 in Review

Uniting Wealth Partners sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q4 2025, closing a stake of 131,037 shares — an estimated $5.32M sold.

Uniting Wealth Partners first reported a position in GFEB in Q2 2025 and held it in 2 quarters. The position peaked at $5.32M in Q3 2025. 108 funds tracked by Wall St. Rank hold GFEB as of Q4 2025.

  • Uniting Wealth Partners reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 131,037 FT Vest US Equity Moderate Buffer ETF February shares in Q4 2025, an estimated $5.32M.
  • Uniting Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2025 and held it in 2 quarters.
  • Uniting Wealth Partners's FT Vest US Equity Moderate Buffer ETF February position peaked at $5.32M in Q3 2025.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2025.

Based on Uniting Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.