BFEC
SFEB

Benjamin F. Edwards & Company’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$229K Buy
11,382
+4,654
+69% +$93K ﹤0.01% 874
2024
Q1 		$137K Buy
+6,728
New +$134K ﹤0.01% 1014

Other funds holding SFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Benjamin F. Edwards & Company's SFEB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 69% in Q2 2024, buying an estimated $93K and bringing the position to 11,382 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Benjamin F. Edwards & Company first reported a position in SFEB in Q1 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SFEB as of Q2 2024.

  • Benjamin F. Edwards & Company held 11,382 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $229K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 4,654 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2024, an estimated $93K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #874 holding.
  • Benjamin F. Edwards & Company first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2024 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.