CA
SFEB

Clearstead Advisors’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Clearstead Advisors’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
2025
Q2 		– Sell
-3,000
Closed -$61.2K – 2896
2025
Q1 		$61.2K Buy
+3,000
New +$64.1K ﹤0.01% 1118

Other funds holding SFEB

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clearstead Advisors's SFEB Position: Q2 2025 in Review

Clearstead Advisors sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q2 2025, closing a stake of 3,000 shares — an estimated $61.2K sold.

Clearstead Advisors first reported a position in SFEB in Q1 2025 and held it in 1 quarter. The position peaked at $61.2K in Q1 2025. 37 funds tracked by Wall St. Rank hold SFEB as of Q2 2025.

  • Clearstead Advisors reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 3,000 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2025, an estimated $61.2K.
  • Clearstead Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2025 and held it in 1 quarter.
  • Clearstead Advisors's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $61.2K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.