AWS
SFEB

Atria Wealth Solutions’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-15,568
Closed -$335K – 2108
2024
Q4 		$335K Buy
15,568
+111
+0.7% +$2.42K ﹤0.01% 1480
2024
Q3 		$329K Buy
15,457
+4,304
+39% +$89.3K ﹤0.01% 1459
2024
Q2 		$224K Buy
+11,153
New +$223K ﹤0.01% 1687

Other funds holding SFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Wealth Solutions's SFEB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q1 2025, closing a stake of 15,568 shares — an estimated $335K sold.

Atria Wealth Solutions first reported a position in SFEB in Q2 2024 and held it in 3 quarters. The position peaked at $335K in Q4 2024. 37 funds tracked by Wall St. Rank hold SFEB as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,568 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2025, an estimated $335K.
  • Atria Wealth Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $335K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.