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B. Riley Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-36,873
Closed -$1.72M – 1061
2025
Q3 		$1.72M Sell
36,873
-6,412
-15% -$292K 0.08% 235
2025
Q2 		$1.93M Buy
+43,285
New +$1.85M 0.09% 217

Other funds holding DFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

B. Riley Wealth Advisors's DFEB Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2025, closing a stake of 36,873 shares — an estimated $1.72M sold.

B. Riley Wealth Advisors first reported a position in DFEB in Q2 2025 and held it in 2 quarters. The position peaked at $1.93M in Q2 2025. 140 funds tracked by Wall St. Rank hold DFEB as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 36,873 FT Vest US Equity Deep Buffer ETF February shares in Q4 2025, an estimated $1.72M.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $1.93M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.