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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.7K Hold
1,252
﹤0.01% 467
2025
Q4
$29.4K Hold
1,252
﹤0.01% 455
2025
Q3
$28.5K Sell
1,252
-140
-10% -$3.09K ﹤0.01% 449
2025
Q2
$29.7K Hold
1,392
0.01% 434
2025
Q1
$28.4K Hold
1,392
0.01% 431
2024
Q4
$29.9K Buy
+1,392
New +$30.3K 0.01% 412

Other funds holding SFEB

Blue Bell Private Wealth Management's SFEB Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) position steady in Q1 2026 at 1,252 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Blue Bell Private Wealth Management first reported a position in SFEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.9K in Q4 2024. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Blue Bell Private Wealth Management held 1,252 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $29.7K as of Q1 2026.
  • Blue Bell Private Wealth Management left its FT Vest US Small Cap Moderate Buffer ETF February share count unchanged in Q1 2026.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #467 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2024 and has held it in 6 quarters since.
  • Blue Bell Private Wealth Management's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $29.9K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.