Valmark Advisers’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

Valmark Advisers’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
2023 Q2	–	Sell	-8,781	Closed	-$260K	–	482
2023 Q1	$260K	Buy	+8,781	New	+$255K	0.01%	416

Other funds holding GFEB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Valmark Advisers's GFEB Position: Q2 2023 in Review

Valmark Advisers sold out of FT Vest US Equity Moderate Buffer ETF February (GFEB) in Q2 2023, closing a stake of 8,781 shares — an estimated $260K sold.

Valmark Advisers first reported a position in GFEB in Q1 2023 and held it in 1 quarter. The position peaked at $260K in Q1 2023. 44 funds tracked by Wall St. Rank hold GFEB as of Q2 2023.

Valmark Advisers reported no remaining FT Vest US Equity Moderate Buffer ETF February position as of Q2 2023 after selling out during the quarter.
Valmark Advisers sold 8,781 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2023, an estimated $260K.
Valmark Advisers first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2023 and held it in 1 quarter.
Valmark Advisers's FT Vest US Equity Moderate Buffer ETF February position peaked at $260K in Q1 2023.
44 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2023.

Based on Valmark Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.