FFA
SFEB

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

Fragasso 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
Q2 		$412K Sell
15,700
-4,068
-21% -$103K 0.02% 239
2026
Q1 		$475K Buy
+19,768
New +$477K 0.03% 213

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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Fragasso Financial Advisors's SFEB Position: Q2 2026 in Review

Fragasso Financial Advisors reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 21% in Q2 2026, selling an estimated $103K and leaving 15,700 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #239.

Fragasso Financial Advisors first reported a position in SFEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 12 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

  • Fragasso Financial Advisors held 15,700 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $412K as of Q2 2026.
  • Fragasso Financial Advisors sold 4,068 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $103K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • Fragasso Financial Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2026 and has held it in 2 quarters since.
  • Fragasso Financial Advisors's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $475K 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 Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.