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WR Wealth Planners’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$26.6K Hold
712
– – 0.01% 416
2024
Q3 		$26K Hold
712
– – 0.01% 441
2024
Q2 		$25.2K Hold
712
– – 0.01% 413
2024
Q1 		$24.5K Buy
+712
New +$23.9K 0.01% 421

Other funds holding GFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

WR Wealth Planners's GFEB Position: Q4 2024 in Review

WR Wealth Planners held its FT Vest US Equity Moderate Buffer ETF February (GFEB) position steady in Q4 2024 at 712 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #416.

WR Wealth Planners first reported a position in GFEB in Q1 2024 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold GFEB as of Q4 2024.

  • WR Wealth Planners held 712 shares of FT Vest US Equity Moderate Buffer ETF February worth $26.6K as of Q4 2024.
  • WR Wealth Planners left its FT Vest US Equity Moderate Buffer ETF February share count unchanged in Q4 2024.
  • FT Vest US Equity Moderate Buffer ETF February made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #416 holding.
  • WR Wealth Planners first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.