FT Vest U.S. Small Cap Moderate Buffer ETF is an exchange-traded fund on BATS. As of Q3 2025, 34 institutional investors hold shares in this ETF, with total holdings valued at $27.3M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $5.8M.
Overview of institutional ownership in SFEB as of Q3 2025
Institutions with the largest positions in SFEB as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $5.8M 0.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.3M 0.00% of portfolio |
D Diligent Investors, LLC RIA/Wealth | $2.0M 0.51% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.6M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.6M 0.00% of portfolio |
BB&T CORP Institution | $1.5M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $1.1M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.1M 0.00% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $1.0M 0.00% of portfolio |
S SOA Wealth Advisors, LLC. Institution | $960.6K 0.17% of portfolio |
Institutional buying and selling activity for SFEB in Q3 2025
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$327.8K +14.4K shares |
Buckingham Strategic Partners RIA/Wealth | +$219.3K +9.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$169.4K +7.4K shares |
+$102.8K +4.5K shares | |
Sunbelt Securities, Inc. RIA/Wealth | +$75.0K +3.3K shares |
IFP Advisors, Inc RIA/Wealth | +$47.8K +2.1K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$41.0K +1.8K shares |
C CLS Investments, LLC Institution | +$31.4K +1.4K shares |
Capital Analysts, Inc. RIA/Wealth | +$26.8K +1.2K shares |
UBS Group AG Institution | +$11.7K +512.0 shares |
| Institution | Net Sold |
|---|---|
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$2.9M −128.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.0M −88.4K shares |
A Advisor Group Holdings, Inc. Institution | −$1.4M −61.1K shares |
J JANE STREET GROUP, LLC Institution | −$870.9K −40.8K shares |
O OLD MISSION CAPITAL LLC Institution | −$780.4K −36.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$529.8K −24.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$466.9K −20.5K shares |
First Heartland Consultants, Inc. RIA/Wealth | −$299.5K −14.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$178.6K −7.8K shares |
BB&T CORP Institution | −$176.8K −7.8K shares |
Institutions that initiated new positions or completely exited SFEB in Q3 2025
| Institution | Position Value |
|---|---|
Buckingham Strategic Partners RIA/Wealth | $219.3K 9.5K shares |
Rockefeller Capital Management L.P. Long Only Manager | $169.4K 7.4K shares |
$102.8K 4.5K shares | |
$10.8K 475.0 shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $870.9K 40.8K shares |
O OLD MISSION CAPITAL LLC Institution | $780.4K 36.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $529.8K 24.8K shares |
First Heartland Consultants, Inc. RIA/Wealth | $299.5K 14.0K shares |
R ROYAL BANK OF CANADA Institution | $57.6K 2.7K shares |
WELLS FARGO & COMPANY/MN Institution | $50.6K 2.4K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $32.2K 1.5K shares |
Institutions with the largest Call and Put options positions in SFEB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SFEB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Grantvest Financial Group LLC RIA/Wealth | 0.62% $844.9K |
D Diligent Investors, LLC RIA/Wealth | 0.51% $2.0M |
S SOA Wealth Advisors, LLC. Institution | 0.17% $960.6K |
Keystone Wealth Services, LLC RIA/Wealth | 0.10% $468.4K |
M Marshall Financial Group LLC Institution | 0.05% $227.2K |
DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.04% $120.4K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.02% $883.9K |
Sunbelt Securities, Inc. RIA/Wealth | 0.02% $278.4K |
N NorthCrest Asset Manangement, LLC Long Only Manager | 0.01% $506.4K |
C CARY STREET PARTNERS FINANCIAL LLC Institution | 0.01% $436.7K |
We use cookies for analytics. See our Privacy and Cookie Policy.