WEG
SFEB

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

World Equity 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
2024
Q4 		– Sell
-54,374
Closed -$1.16M – 394
2024
Q3 		$1.16M Sell
54,374
-10,036
-16% -$208K 0.42% 59
2024
Q2 		$1.3M Sell
64,410
-4,251
-6% -$85K 0.39% 72
2024
Q1 		$1.4M Buy
+68,661
New +$1.37M 0.29% 92

Other funds holding SFEB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

World Equity Group's SFEB Position: Q4 2024 in Review

World Equity Group sold out of FT Vest US Small Cap Moderate Buffer ETF February (SFEB) in Q4 2024, closing a stake of 54,374 shares — an estimated $1.16M sold.

World Equity Group first reported a position in SFEB in Q1 2024 and held it in 3 quarters. The position peaked at $1.4M in Q1 2024. 41 funds tracked by Wall St. Rank hold SFEB as of Q4 2024.

  • World Equity Group reported no remaining FT Vest US Small Cap Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • World Equity Group sold 54,374 FT Vest US Small Cap Moderate Buffer ETF February shares in Q4 2024, an estimated $1.16M.
  • World Equity Group first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q1 2024 and held it in 3 quarters.
  • World Equity Group's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $1.4M in Q1 2024.
  • 41 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.