CI
SFEB

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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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. 12 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.
  • 12 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.