CAL
SFEB

Capital Analysts LLC’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Capital Analysts LLC’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
Q1 		$154K Hold
6,471
– – ﹤0.01% 694
2025
Q4 		$152K Hold
6,471
– – ﹤0.01% 675
2025
Q3 		$148K Buy
6,471
+1,174
+22% +$25.9K ﹤0.01% 645
2025
Q2 		$113K Hold
5,297
– – ﹤0.01% 640
2025
Q1 		$108K Buy
5,297
+2,518
+91% +$53.8K ﹤0.01% 628
2024
Q4 		$60K Hold
2,779
– – ﹤0.01% 716
2024
Q3 		$59K Hold
2,779
– – ﹤0.01% 689
2024
Q2 		$56K Buy
+2,779
New +$55.5K ﹤0.01% 686

Other funds holding SFEB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital Analysts LLC's SFEB Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) position steady in Q1 2026 at 6,471 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Capital Analysts LLC first reported a position in SFEB in Q2 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Capital Analysts LLC held 6,471 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $154K as of Q1 2026.
  • Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q1 2026, its #694 holding.
  • Capital Analysts LLC first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and has held it in 8 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.