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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
Raymond James Financial
1
Raymond James Financial
Florida
$5.89M +$200K +9,380 +3%
HI
2
Harbour Investments
Wisconsin
$3.15M +$526K +24,619 +19%
IA
3
IFP Advisors
Florida
$2.95M +$31.7K +1,483 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.34M +$1.56M +72,949 +174%
DI
5
Diligent Investors
California
$1.69M +$129K +6,050 +8%
Truist Financial
6
Truist Financial
North Carolina
$1.65M -$17.8K -834 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.65M +$124K +5,785 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.6M -$142K -6,659 -8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.04M +$344K +16,127 +47%
KAS
10
Kestra Advisory Services
Texas
$900K +$99.1K +4,640 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$758K +$794K +37,181 New
GFG
12
Grantvest Financial Group
New Jersey
$591K +$78.6K +3,680 +15%
KWS
13
Keystone Wealth Services
California
$515K -$14.5K -678 -3%
BCI
14
Brinker Capital Investments
Pennsylvania
$490K +$254K +11,897 +98%
OPS
15
Orion Portfolio Solutions
Nebraska
$490K +$254K +11,897 +98%
NAM
16
NorthCrest Asset Manangement
Minnesota
$451K
Mariner
17
Mariner
Kansas
$430K +$175K +8,200 +64%
CSP
18
Cary Street Partners
Virginia
$391K -$3.2K -150 -0.8%
SPC
19
Sigma Planning Corp
Michigan
$349K -$5.45K -255 -1%
AAS
20
Avantax Advisory Services
Texas
$345K +$107K +5,007 +42%
SWM
21
Spire Wealth Management
Virginia
$313K -$110K -5,145 -25%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$275K -$26.8K -1,254 -9%
SWA
23
SOA Wealth Advisors
New York
$267K +$48.6K +2,278 +21%
SS
24
Sunbelt Securities
Texas
$256K +$77.6K +3,633 +41%
AA
25
Armis Advisers
Georgia
$219K

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.