SPIA
SFEB

Steward Partners Investment Advisory’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Steward Partners Investment Advisory’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 		$35.3K Buy
1,486
+1,019
+218% +$24.6K ﹤0.01% 2954
2025
Q4 		$11K Sell
467
-8
-2% -$185 ﹤0.01% 3411
2025
Q3 		$10.8K Buy
+475
New +$10.5K ﹤0.01% 3370

Other funds holding SFEB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BWS
BFI Wealth Solutions Dallas, Texas $104M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Steward Partners Investment Advisory's SFEB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 218% in Q1 2026, buying an estimated $24.6K and bringing the position to 1,486 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Steward Partners Investment Advisory first reported a position in SFEB in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • Steward Partners Investment Advisory held 1,486 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $35.3K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,019 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2026, an estimated $24.6K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2954 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.