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 Q2	$212K	Buy	8,067 +1,596	+25%	+$40.5K	﹤0.01%	680
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 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

Capital Analysts LLC's SFEB Position: Q2 2026 in Review

Capital Analysts LLC increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 25% in Q2 2026, buying an estimated $40.5K and bringing the position to 8,067 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Capital Analysts LLC first reported a position in SFEB in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Capital Analysts LLC held 8,067 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $212K as of Q2 2026.
Capital Analysts LLC bought 1,596 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $40.5K.
FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #680 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 9 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.