WTFG
SFEB

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

Wood Tarver Financial 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
2025
Q3 		– Sell
-1,509
Closed -$32K – 681
2025
Q2 		$32K Hold
1,509
– – 0.01% 318
2025
Q1 		$30.8K Hold
1,509
– – 0.01% 310
2024
Q4 		$32K Buy
+1,509
New +$32.8K 0.01% 307

Other funds holding SFEB

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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Wood Tarver Financial Group's SFEB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q3 2025, closing a stake of 1,509 shares — an estimated $32K sold.

Wood Tarver Financial Group first reported a position in SFEB in Q4 2024 and held it in 3 quarters. The position peaked at $32K in Q2 2025. 35 funds tracked by Wall St. Rank hold SFEB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,509 FT Vest US Small Cap Moderate Buffer ETF February shares in Q3 2025, an estimated $32K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $32K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.