Wealth Enhancement Advisory Services
SFEB

Wealth Enhancement Advisory Services’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$198K Sell
26,938
-3,332
-11% -$84.5K ﹤0.01% 3596
2026
Q1 		$222K Buy
30,270
+25,783
+575% +$622K ﹤0.01% 3056
2025
Q4 		$110K Hold
4,487
– – ﹤0.01% 3412
2025
Q3 		$103K Buy
+4,487
New +$99.1K ﹤0.01% 3331

Other funds holding SFEB

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's SFEB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) stake by 11% in Q2 2026, selling an estimated $84.5K and leaving 26,938 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Wealth Enhancement Advisory Services first reported a position in SFEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $222K in Q1 2026. 12 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,938 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $198K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,332 FT Vest US Small Cap Moderate Buffer ETF February shares in Q2 2026, an estimated $84.5K.
  • FT Vest US Small Cap Moderate Buffer ETF February made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3596 holding.
  • Wealth Enhancement Advisory Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $222K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.