OPS
SFEB

Orion Portfolio Solutions’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Orion Portfolio Solutions’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 		$490K Buy
24,037
+11,897
+98% +$254K ﹤0.01% 1433
2024
Q4 		$261K Buy
12,140
+2,652
+28% +$57.7K ﹤0.01% 1620
2024
Q3 		$202K Buy
+9,488
New +$197K ﹤0.01% 1711

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

Orion Portfolio Solutions's SFEB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 98% in Q1 2025, buying an estimated $254K and bringing the position to 24,037 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Orion Portfolio Solutions first reported a position in SFEB in Q3 2024 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold SFEB as of Q1 2025.

  • Orion Portfolio Solutions held 24,037 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $490K as of Q1 2025.
  • Orion Portfolio Solutions bought 11,897 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2025, an estimated $254K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1433 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q3 2024 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.