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Action Point Financial Planning’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Action Point Financial Planning’s Portfolio DFEB Stock Details DFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
+3,856
New +$192K 0.02% 444

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Action Point Financial Planning's DFEB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2026: 3,856 shares worth $195K. The stake represents 0.02% of the portfolio and ranks #444 among its holdings.

144 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

  • Action Point Financial Planning held 3,856 shares of FT Vest US Equity Deep Buffer ETF February worth $195K as of Q2 2026.
  • FT Vest US Equity Deep Buffer ETF February was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF February made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #444 holding.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.