UBS Group
SFEB

UBS Group’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

UBS Group’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 		– Sell
-127
Closed -$2.98K – 11293
2025
Q4 		$2.98K Sell
127
-385
-75% -$8.91K ﹤0.01% 9157
2025
Q3 		$11.7K Buy
+512
New +$11.3K ﹤0.01% 8471
2024
Q4 		– Sell
-6,080
Closed -$129K – 10506
2024
Q3 		$129K Buy
6,080
+3,867
+175% +$80.2K ﹤0.01% 6173
2024
Q2 		$44.5K Buy
+2,213
New +$44.2K ﹤0.01% 6779

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 $404M AUM 17.85% 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

UBS Group's SFEB Position: Q1 2026 in Review

UBS Group sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q1 2026, closing a stake of 127 shares — an estimated $2.98K sold.

UBS Group first reported a position in SFEB in Q2 2024 and held it in 4 quarters. The position peaked at $129K in Q3 2024. 53 funds tracked by Wall St. Rank hold SFEB as of Q1 2026.

  • UBS Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 127 FT Vest US Small Cap Moderate Buffer ETF February shares in Q1 2026, an estimated $2.98K.
  • UBS Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and held it in 4 quarters.
  • UBS Group's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $129K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.