Action Point Financial Planning’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Action Point Financial Planning’s Portfolio SFEB Stock Details SFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.3K	Buy	+3,325	New	+$84.3K	0.01%	642

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Action Point Financial Planning's SFEB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q2 2026: 3,325 shares worth $87.3K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings.

53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Action Point Financial Planning held 3,325 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $87.3K as of Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF February was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #642 holding.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.