Envestnet Asset Management’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Envestnet Asset Management’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	$2.06M	Sell	78,497 -12,341	-14%	-$313K	﹤0.01%	3131
2026 Q1	$2.16M	Buy	90,838 +21,104	+30%	+$509K	﹤0.01%	2963
2025 Q4	$1.64M	Buy	69,734 +181	+0.3%	+$4.19K	﹤0.01%	2970
2025 Q3	$1.59M	Sell	69,553 -7,833	-10%	-$173K	﹤0.01%	3033
2025 Q2	$1.65M	Sell	77,386 -1,133	-1%	-$23.2K	﹤0.01%	2959
2025 Q1	$1.6M	Sell	78,519 -6,659	-8%	-$142K	﹤0.01%	2877
2024 Q4	$1.83M	Sell	85,178 -386	-0.5%	-$8.4K	﹤0.01%	2746
2024 Q3	$1.82M	Buy	85,564 +1,708	+2%	+$35.4K	﹤0.01%	2723
2024 Q2	$1.69M	Buy	83,856 +5,474	+7%	+$109K	﹤0.01%	2697
2024 Q1	$1.6M	Buy	+78,382	New	+$1.57M	﹤0.01%	2718

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

BWS

BFI Wealth Solutions Dallas, Texas $135M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Envestnet Asset Management's SFEB Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 14% in Q2 2026, selling an estimated $313K and leaving 78,497 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Envestnet Asset Management first reported a position in SFEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.16M in Q1 2026. 35 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Envestnet Asset Management held 78,497 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $2.06M as of Q2 2026.
Envestnet Asset Management sold 12,341 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $313K.
FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3131 holding.
Envestnet Asset Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2024 and has held it in 10 quarters since.
Envestnet Asset Management's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $2.16M in Q1 2026.
35 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.