Raymond James Financial
SFEB

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

Raymond James Financial’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 		$3.39M Buy
142,568
+31,389
+28% +$757K ﹤0.01% 2920
2025
Q4 		$2.61M Sell
111,179
-34,524
-24% -$799K ﹤0.01% 3066
2025
Q3 		$3.32M Sell
145,703
-88,449
-38% -$1.95M ﹤0.01% 2776
2025
Q2 		$5M Sell
234,152
-54,886
-19% -$1.12M ﹤0.01% 2385
2025
Q1 		$5.89M Buy
289,038
+9,380
+3% +$200K ﹤0.01% 2221
2024
Q4 		$6.02M Buy
+279,658
New +$6.08M ﹤0.01% 2200

Other funds holding SFEB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $135M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's SFEB Position: Q1 2026 in Review

Raymond James Financial increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 28% in Q1 2026, buying an estimated $757K and bringing the position to 142,568 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Raymond James Financial first reported a position in SFEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.02M in Q4 2024. 54 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Raymond James Financial held 142,568 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $3.39M as of Q1 2026.
  • Raymond James Financial bought 31,389 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2026, an estimated $757K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2920 holding.
  • Raymond James Financial 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.
  • Raymond James Financial's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $6.02M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.