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XFEB icon

SMART Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF February XFEB Stock Holding History

SMART Wealth’s Portfolio XFEB Stock Details XFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-78,328
Closed -$2.45M – 164
2024
Q2 		$2.45M Sell
78,328
-189,787
-71% -$5.83M 0.99% 30
2024
Q1 		$8.19M Buy
+268,115
New +$8.12M 3.69% 9

Other funds holding XFEB

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SMART Wealth's XFEB Position: Q3 2024 in Review

SMART Wealth sold out of FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) in Q3 2024, closing a stake of 78,328 shares — an estimated $2.45M sold.

SMART Wealth first reported a position in XFEB in Q1 2024 and held it in 2 quarters. The position peaked at $8.19M in Q1 2024. 27 funds tracked by Wall St. Rank hold XFEB as of Q3 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • SMART Wealth sold 78,328 FT Vest US Equity Enhance & Moderate Buffer ETF February shares in Q3 2024, an estimated $2.45M.
  • SMART Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February in Q1 2024 and held it in 2 quarters.
  • SMART Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF February position peaked at $8.19M in Q1 2024.
  • 27 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF February as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.