CX Institutional’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

CX Institutional’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	$44K	Sell	1,673 -2,409	-59%	-$61.1K	﹤0.01%	1005
2026 Q1	$97K	Hold	4,082	–	–	﹤0.01%	858
2025 Q4	$96K	Buy	+4,082	New	+$94.5K	﹤0.01%	860

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

CX Institutional's SFEB Position: Q2 2026 in Review

CX Institutional reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 59% in Q2 2026, selling an estimated $61.1K and leaving 1,673 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

CX Institutional first reported a position in SFEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $97K in Q1 2026. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

CX Institutional held 1,673 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $44K as of Q2 2026.
CX Institutional sold 2,409 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $61.1K.
FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1005 holding.
CX Institutional first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2025 and has held it in 3 quarters since.
CX Institutional's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $97K in Q1 2026.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.