FHC
SFEB

First Heartland Consultants’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-14,026
Closed -$299K – 546
2025
Q2 		$299K Buy
+14,026
New +$287K 0.03% 389

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DI
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Envestnet Asset Management
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Truist Financial
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Commonwealth Equity Services
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

First Heartland Consultants's SFEB Position: Q3 2025 in Review

First Heartland Consultants sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q3 2025, closing a stake of 14,026 shares — an estimated $299K sold.

First Heartland Consultants first reported a position in SFEB in Q2 2025 and held it in 1 quarter. The position peaked at $299K in Q2 2025. 35 funds tracked by Wall St. Rank hold SFEB as of Q3 2025.

  • First Heartland Consultants reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • First Heartland Consultants sold 14,026 FT Vest US Small Cap Moderate Buffer ETF February shares in Q3 2025, an estimated $299K.
  • First Heartland Consultants first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2025 and held it in 1 quarter.
  • First Heartland Consultants's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $299K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.