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

BFI 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
2026 Q2	$1.61M	Sell	61,374 -77,795	-56%	-$1.97M	1.19%	30
2026 Q1	$3.34M	Sell	139,169 -5,975	-4%	-$144K	3.2%	7
2025 Q4	$3.41M	Buy	+145,144	New	+$3.36M	3.25%	7

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

BFI Wealth Solutions's SFEB Position: Q2 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 56% in Q2 2026, selling an estimated $1.97M and leaving 61,374 shares worth $1.61M. The position accounts for 1.19% of the portfolio, ranked #30.

BFI Wealth Solutions first reported a position in SFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.41M in Q4 2025. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

BFI Wealth Solutions held 61,374 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $1.61M as of Q2 2026.
BFI Wealth Solutions sold 77,795 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $1.97M.
FT Vest US Small Cap Moderate Buffer ETF February made up 1.19% of BFI Wealth Solutions's portfolio in Q2 2026, its #30 holding.
BFI Wealth Solutions 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.
BFI Wealth Solutions's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $3.41M in Q4 2025.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.