WAS
FFEB icon

Wealth Advisory Solutions’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Wealth Advisory Solutions’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
2021
Q1 		– Sell
-12,980
Closed -$401K – 156
2020
Q4 		$401K Hold
12,980
– – 0.11% 105
2020
Q3 		$401K Hold
12,980
– – 0.11% 121
2020
Q2 		$381K Hold
12,980
– – 0.11% 123
2020
Q1 		$335K Buy
+12,980
New +$347K 0.11% 124

Other funds holding FFEB

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Wealth Advisory Solutions's FFEB Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q1 2021, closing a stake of 12,980 shares — an estimated $401K sold.

Wealth Advisory Solutions first reported a position in FFEB in Q1 2020 and held it in 4 quarters. The position peaked at $401K in Q4 2020. 64 funds tracked by Wall St. Rank hold FFEB as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining FT Vest US Equity Buffer ETF February position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 12,980 FT Vest US Equity Buffer ETF February shares in Q1 2021, an estimated $401K.
  • Wealth Advisory Solutions first reported a position in FT Vest US Equity Buffer ETF February in Q1 2020 and held it in 4 quarters.
  • Wealth Advisory Solutions's FT Vest US Equity Buffer ETF February position peaked at $401K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.