FWM
SFEB

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

Foguth Wealth 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
2024
Q4 		– Sell
-33,392
Closed -$706K – 156
2024
Q3 		$706K Sell
33,392
-2,849
-8% -$59.1K 0.26% 61
2024
Q2 		$729K Buy
+36,241
New +$724K 0.32% 54

Other funds holding SFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Foguth Wealth Management's SFEB Position: Q4 2024 in Review

Foguth Wealth Management sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q4 2024, closing a stake of 33,392 shares — an estimated $706K sold.

Foguth Wealth Management first reported a position in SFEB in Q2 2024 and held it in 2 quarters. The position peaked at $729K in Q2 2024. 41 funds tracked by Wall St. Rank hold SFEB as of Q4 2024.

  • Foguth Wealth Management reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 33,392 FT Vest US Small Cap Moderate Buffer ETF February shares in Q4 2024, an estimated $706K.
  • Foguth Wealth Management first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and held it in 2 quarters.
  • Foguth Wealth Management's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $729K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q4 2024.

Based on Foguth Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.