NATIONS FINANCIAL GROUP INC, /IA/ /ADV GFEB — FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  9 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY (GFEB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows GFEB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GFEB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GFEB stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held GFEB — position size vs. price
% of Fund (quarterly)    GFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 7,360 — 0% 0.02% $302K 2026-04-15 $42.69
2025 Q4 REDUCED — — — 7,360 -117 -1.6% 0.02% $306K 2026-01-26 $41.94
2025 Q3 UNCHANGED — — — 7,477 — 0% 0.02% $303K 2025-10-28 $41.01
2025 Q2 UNCHANGED — — — 7,477 — 0% 0.02% $292K 2025-08-11 $39.61
2025 Q1 UNCHANGED — — — 7,477 — 0% 0.02% $275K 2025-05-13 $37.78
2024 Q4 UNCHANGED — — — 7,477 — 0% 0.02% $279K 2025-01-30 $37.82
2024 Q3 UNCHANGED — — — 7,477 — 0% 0.02% $273K 2024-11-04 $36.60
2024 Q2 UNCHANGED — — — 7,477 — 0% 0.02% $265K 2024-07-29 $35.51
2024 Q1 INITIATED — — — 7,477 — — 0.02% $258K 2024-04-23 $33.91

🏢 Other funds also holding GFEB

As of 2026 Q2 — sorted by position size

CITY HOLDING CO 3Y 7Y 0.23% ADAMSBROWN WEALTH CONSULTANTS LLC 3Y 0.05% Cooper Financial Group 3Y 7Y 0.05% CoreCap Advisors, LLC 3Y 0.01% CX Institutional 3Y 7Y 0.0%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and GFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning GFEB?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported GFEB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GFEB position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for GFEB was 0.02% in 2024 Q1.

What is the latest reported GFEB position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 7,360 shares, equal to 0.02% of portfolio, with an estimated market value of $302K.

What does the chart on this GFEB ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly GFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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