SI
SFEB

Stephens Inc’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Stephens Inc’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
-133,620
Closed -$2.87M – 1320
2024
Q4 		$2.87M Sell
133,620
-14,390
-10% -$313K 0.04% 370
2024
Q3 		$3.15M Sell
148,010
-999
-0.7% -$20.7K 0.04% 352
2024
Q2 		$3M Buy
149,009
+89,405
+150% +$1.79M 0.05% 345
2024
Q1 		$1.21M Buy
+59,604
New +$1.19M 0.02% 532

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 $404M AUM 17.85% 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

Stephens Inc's SFEB Position: Q1 2025 in Review

Stephens Inc sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q1 2025, closing a stake of 133,620 shares — an estimated $2.87M sold.

Stephens Inc first reported a position in SFEB in Q1 2024 and held it in 4 quarters. The position peaked at $3.15M in Q3 2024. 37 funds tracked by Wall St. Rank hold SFEB as of Q1 2025.

  • Stephens Inc reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 133,620 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2025, an estimated $2.87M.
  • Stephens Inc first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2024 and held it in 4 quarters.
  • Stephens Inc's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $3.15M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.