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SFEB

FT Vest US Small Cap Moderate Buffer ETF February

37 hedge funds and large institutions have $30M invested in FT Vest US Small Cap Moderate Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

6% less capital invested

Capital invested by funds: $31.8M → $30M (-$1.81M)

10% less funds holding

Funds holding: 4137 (-4)

10.42% less ownership

Funds ownership: 51.89%41.47% (-10%)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$210K +$219K +10,275 New
LPL Financial
27
LPL Financial
California
$208K +$218K +10,207 New
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$203K
DFA
29
DHJJ Financial Advisors
Illinois
$112K +$8.54K +400 +8%
CAL
30
Capital Analysts LLC
Pennsylvania
$108K +$53.8K +2,518 +91%
CA
31
Clearstead Advisors
Ohio
$61.2K +$64.1K +3,000 New
WTFG
32
Wood Tarver Financial Group
Idaho
$30.8K
EWM
33
EPG Wealth Management
Georgia
$30.6K +$32K +1,500 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$28.4K
NWMP
35
Noble Wealth Management PBC
Colorado
$22.4K -$5.34K -250 -19%
PS
36
Principal Securities
Iowa
$6.45K
MCM
37
MAI Capital Management
Ohio
$5.1K
SI
38
Stephens Inc
Arkansas
-$2.87M -133,620 Closed
SAW
39
Signal Advisors Wealth
Michigan
-$678K -31,493 Closed
OMC
40
Old Mission Capital
Illinois
-$350K -16,253 Closed
AWS
41
Atria Wealth Solutions
New York
-$335K -15,568 Closed
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
-$335K -15,568 Closed
NFG
43
Nations Financial Group
Iowa
-$247K -11,469 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$219K -10,194 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
-$174K -7,847 Closed
AWM
46
AE Wealth Management
Kansas
-$48.4K -2,250 Closed

SFEB Hedge Fund Activity: Q1 2025 in Review

37 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Small Cap Moderate Buffer ETF February (SFEB) for Q1 2025, worth a combined $30M — down 5.7% from $31.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SFEB and 5 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Osaic Holdings, adding an estimated $1.56M. The largest seller was Stephens Inc, exiting entirely with an estimated $2.87M sold.

  • 37 institutional investors held FT Vest US Small Cap Moderate Buffer ETF February (SFEB) as of Q1 2025, down from 41 in Q4 2024.
  • Funds reported $30M of FT Vest US Small Cap Moderate Buffer ETF February stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 5 funds opened new FT Vest US Small Cap Moderate Buffer ETF February positions in Q1 2025 and 9 closed out, a net change of -4 holders.
  • The largest FT Vest US Small Cap Moderate Buffer ETF February buyer in Q1 2025 was Osaic Holdings, an estimated $1.56M added.
  • The largest FT Vest US Small Cap Moderate Buffer ETF February seller in Q1 2025 was Stephens Inc, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2025.