Number of Shares
588,910.00
Current Holdings Value*
$28.73 Mil
% of Portfolio
9.47%
Total Estimate Gain
$7.26 Mil
% of Total Estimate Gain
30.22%

Fiduciary Planning LLC's FT Vest U.S. Equity Buffer ETF - February Holding Summary

As of 2025-03-31, Fiduciary Planning LLC held 588,910.00 shares of FT Vest U.S. Equity Buffer ETF - February(FFEB), totaling $28.73 Mil. This investment constitutes 9.47% of their stock portfolio, and Fiduciary Planning LLC now holds 3% of the outstanding FT Vest U.S. Equity Buffer ETF - February(FFEB) stock.

The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 5 purchases of FFEB, at an average price of $40.44, for a total of 593,674.00 shares. In addition, there have been 2 sales at an average price of $45.18 for 4,764.00 shares. Based on historical transaction data and FFEB's current price of $52.72, Fiduciary Planning LLC's estimated gain on his FFEB holdings is $7.26 Mil, reflecting a 30.22% gain to date.

Fiduciary Planning LLC FFEB ($52.72) Holding Chart

Fiduciary Planning LLC FFEB ($52.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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