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

Benson Wealth Management’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	$36.1K	Sell	1,377 -65	-5%	-$1.65K	0.04%	116
2026 Q1	$34.2K	Hold	1,442	–	–	0.05%	106
2025 Q4	$33.9K	Buy	+1,442	New	+$33.4K	0.04%	101

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

Benson Wealth Management's SFEB Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 4.5% in Q2 2026, selling an estimated $1.65K and leaving 1,377 shares worth $36.1K. The position accounts for 0.04% of the portfolio, ranked #116.

Benson Wealth Management first reported a position in SFEB in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Benson Wealth Management held 1,377 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $36.1K as of Q2 2026.
Benson Wealth Management sold 65 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $1.65K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.04% of Benson Wealth Management's portfolio in Q2 2026, its #116 holding.
Benson Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.