KWA
SFEB

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

Kingswood Wealth 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
2024
Q3 		– Sell
-13,125
Closed -$264K – 771
2024
Q2 		$264K Buy
+13,125
New +$262K 0.02% 560

Other funds holding SFEB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Kingswood Wealth Advisors's SFEB Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q3 2024, closing a stake of 13,125 shares — an estimated $264K sold.

Kingswood Wealth Advisors first reported a position in SFEB in Q2 2024 and held it in 1 quarter. The position peaked at $264K in Q2 2024. 38 funds tracked by Wall St. Rank hold SFEB as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 13,125 FT Vest US Small Cap Moderate Buffer ETF February shares in Q3 2024, an estimated $264K.
  • Kingswood Wealth Advisors first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $264K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.