Cetera Investment Advisers
SFEB

Cetera Investment Advisers’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Cetera Investment Advisers’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 		$2.53M Buy
106,328
+34,690
+48% +$837K ﹤0.01% 2072
2025
Q4 		$1.68M Buy
71,638
+253
+0.4% +$5.86K ﹤0.01% 2367
2025
Q3 		$1.63M Buy
71,385
+14,375
+25% +$318K ﹤0.01% 2349
2025
Q2 		$1.22M Buy
57,010
+6,216
+12% +$127K ﹤0.01% 2208
2025
Q1 		$1.04M Buy
50,794
+16,127
+47% +$344K ﹤0.01% 2231
2024
Q4 		$746K Sell
34,667
-184
-0.5% -$4K ﹤0.01% 2372
2024
Q3 		$742K Sell
34,851
-57,679
-62% -$1.2M ﹤0.01% 2333
2024
Q2 		$1.86M Buy
92,530
+5,941
+7% +$119K ﹤0.01% 1627
2024
Q1 		$1.76M Buy
+86,589
New +$1.73M ﹤0.01% 1647

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return