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Allworth Financial’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Allworth Financial’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
Q1 		$23.7K Hold
500
– – ﹤0.01% 2868
2025
Q4 		$23.9K Hold
500
– – ﹤0.01% 2688
2025
Q3 		$23.3K Hold
500
– – ﹤0.01% 2605
2025
Q2 		$22.3K Hold
500
– – ﹤0.01% 2450
2025
Q1 		$20.9K Hold
500
– – ﹤0.01% 2054
2024
Q4 		$21.6K Hold
500
– – ﹤0.01% 2040
2024
Q3 		$20.9K Hold
500
– – ﹤0.01% 1889
2024
Q2 		$20.3K Hold
500
– – ﹤0.01% 1878
2024
Q1 		$19.6K Hold
500
– – ﹤0.01% 1789
2023
Q4 		$18.7K Hold
500
– – ﹤0.01% 1687
2023
Q3 		$17.4K Hold
500
– – ﹤0.01% 1615
2023
Q2 		$17.7K Hold
500
– – ﹤0.01% 1616
2023
Q1 		$16.8K Hold
500
– – ﹤0.01% 1561
2022
Q4 		$16.7K Hold
500
– – ﹤0.01% 1458
2022
Q3 		$16K Buy
+500
New +$17K ﹤0.01% 1382

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return