GFG
SFEB

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

Grantvest Financial Group’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 		$760K Sell
31,991
-86
-0.3% -$2.07K 0.49% 47
2025
Q4 		$754K Sell
32,077
-4,976
-13% -$115K 0.48% 48
2025
Q3 		$845K Sell
37,053
-930
-2% -$20.5K 0.58% 41
2025
Q2 		$811K Buy
37,983
+9,004
+31% +$184K 0.6% 37
2025
Q1 		$591K Buy
28,979
+3,680
+15% +$78.6K 0.48% 48
2024
Q4 		$544K Buy
+25,299
New +$550K 0.61% 52

Other funds holding SFEB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
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
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
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
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

Grantvest Financial Group's SFEB Position: Q1 2026 in Review

Grantvest Financial Group reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 0.27% in Q1 2026, selling an estimated $2.07K and leaving 31,991 shares worth $760K. The position accounts for 0.49% of the portfolio, ranked #47.

Grantvest Financial Group first reported a position in SFEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $845K in Q3 2025. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Grantvest Financial Group held 31,991 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $760K as of Q1 2026.
  • Grantvest Financial Group sold 86 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2026, an estimated $2.07K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up 0.49% of Grantvest Financial Group's portfolio in Q1 2026, its #47 holding.
  • Grantvest Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $845K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.