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Ft Vest U.s. Small Cap Moderate Buffer Etf - February shares owned by LPL Financial

Quarter-by-quarter ownership of Ft Vest U.s. Small Cap Moderate Buffer Etf - February (SFEB) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ft Vest U.s. Small Cap Moderate Buffer Etf - February

Tip: Access up to 7 years of quarterly data

All positions including Ft Vest U.s. Small Cap Moderate Buffer Etf - February held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ft Vest U.s. Small Cap Moderate Buffer Etf - February by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $637k 28k 22.80
2025-06-30 $586k 28k 21.35
2025-03-31 $208k 10k 20.39

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Ft Vest U.s. Small Cap Moderate Buffer Etf - February

Advisor Group Holdings
Raymond James Financial
Diligent Investors
Cetera Investment Advisers
Envestnet Asset Management
Branch Banking & Trust Company
Commonwealth Equity Services
Susquehanna International
Kestra Advisory Services
SOA Wealth Advisors
Harbour Investments
Grantvest Financial Group
CLS Investments
LPL Financial
NorthCrest Asset Manangement

View all funds holding Ft Vest U.s. Small Cap Moderate Buffer Etf - February