Arkadios Wealth Advisors XFEB — FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY

Ownership history in Arkadios Wealth Advisors  ·  6 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY (XFEB) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows XFEB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XFEB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XFEB stock page Arkadios Wealth Advisors fund profile Arkadios Wealth Advisors full holdings
How Arkadios Wealth Advisors held XFEB — position size vs. price
% of Fund (quarterly)    XFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 37,849 +1,252 +3.4% 0.02% $1.3M 2026-05-18 $37.06
2025 Q4 UNCHANGED — — — 36,597 — 0% 0.03% $1.3M 2026-02-13 $36.01
2025 Q3 REDUCED — — — 36,597 -192 -0.5% 0.03% $1.3M 2025-10-29 $35.21
2025 Q2 UNCHANGED — — — 36,789 — 0% 0.04% $1.2M 2025-08-04 $34.27
2025 Q1 ADDED — — — 36,789 +15,445 +72.4% 0.04% $1.2M 2025-05-08 $32.34
2024 Q1 INITIATED — — — 21,344 — — 0.05% $652K 2024-04-30 $30.24

🏢 Other funds also holding XFEB

As of 2026 Q1 — sorted by position size

Diligent Investors, LLC 3Y 7Y 0.61% Clear Point Advisors Inc. 0.3% LifeWealth Investments, LLC 0.17% PFS Partners, LLC 0.12% Americana Partners, LLC 3Y 0.07% Sequent Planning LLC 0.06% UPTICK PARTNERS, LLC 0.06% DHJJ Financial Advisors, Ltd. 3Y 0.05% Luken Investment Analytics, LLC 3Y 0.05% Integrity Financial Corp /WA 3Y 0.03%

FAQ About Arkadios Wealth Advisors and XFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning XFEB?

Arkadios Wealth Advisors reported XFEB across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported XFEB position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for XFEB was 0.05% in 2024 Q1.

What is the latest reported XFEB position on this page?

The most recent filing on this page is 2026 Q1, when Arkadios Wealth Advisors reported 37,849 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XFEB ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly XFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their XFEB position?

Based on 13F filing dates vs. subsequent XFEB price moves, Arkadios Wealth Advisors correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on XFEB relative to SPY over the holding period was -13.0%.

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