Marshall Financial Group (Maryland)’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Marshall Financial Group (Maryland)’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	$447K	Buy	17,050 +2,084	+14%	+$52.8K	0.07%	220
2026 Q1	$355K	Buy	14,966 +5,004	+50%	+$121K	0.06%	231
2025 Q4	$234K	Hold	9,962	–	–	0.05%	262
2025 Q3	$227K	Hold	9,962	–	–	0.04%	237
2025 Q2	$214K	Hold	9,962	–	–	0.04%	240
2025 Q1	$203K	Hold	9,962	–	–	0.04%	227
2024 Q4	$214K	Sell	9,962 -58	-0.6%	-$1.26K	0.05%	209
2024 Q3	$213K	Hold	10,020	–	–	0.05%	205
2024 Q2	$201K	Buy	+10,020	New	+$200K	0.06%	165

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

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

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SFEB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 14% in Q2 2026, buying an estimated $52.8K and bringing the position to 17,050 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #220.

Marshall Financial Group (Maryland) first reported a position in SFEB in Q2 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Marshall Financial Group (Maryland) held 17,050 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $447K as of Q2 2026.
Marshall Financial Group (Maryland) bought 2,084 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $52.8K.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #220 holding.
Marshall Financial Group (Maryland) first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.