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

DHJJ Financial 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
2026 Q1	$144K	Buy	6,060 +779	+15%	+$18.8K	0.05%	244
2025 Q4	$124K	Hold	5,281	–	–	0.04%	246
2025 Q3	$120K	Sell	5,281 -250	-5%	-$5.52K	0.04%	233
2025 Q2	$118K	Buy	5,531 +40	+0.7%	+$819	0.04%	226
2025 Q1	$112K	Buy	5,491 +400	+8%	+$8.54K	0.05%	213
2024 Q4	$110K	Hold	5,091	–	–	0.04%	213
2024 Q3	$108K	Hold	5,091	–	–	0.04%	208
2024 Q2	$102K	Buy	+5,091	New	+$102K	0.04%	201

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $104M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

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

DHJJ Financial Advisors's SFEB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 15% in Q1 2026, buying an estimated $18.8K and bringing the position to 6,060 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #244.

DHJJ Financial Advisors first reported a position in SFEB in Q2 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

DHJJ Financial Advisors held 6,060 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $144K as of Q1 2026.
DHJJ Financial Advisors bought 779 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2026, an estimated $18.8K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #244 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and has held it in 8 quarters since.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.