NFG
SFEB

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

Nations 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
2025
Q1 		– Sell
-11,469
Closed -$247K – 713
2024
Q4 		$247K Hold
11,469
– – 0.02% 594
2024
Q3 		$244K Hold
11,469
– – 0.02% 606
2024
Q2 		$231K Buy
+11,469
New +$229K 0.02% 584

Other funds holding SFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Nations Financial Group's SFEB Position: Q1 2025 in Review

Nations Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q1 2025, closing a stake of 11,469 shares — an estimated $247K sold.

Nations Financial Group first reported a position in SFEB in Q2 2024 and held it in 3 quarters. The position peaked at $247K in Q4 2024. 37 funds tracked by Wall St. Rank hold SFEB as of Q1 2025.

  • Nations Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Nations Financial Group sold 11,469 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2025, an estimated $247K.
  • Nations Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and held it in 3 quarters.
  • Nations Financial Group's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $247K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.