BWM
DFII

Benson Wealth Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Benson Wealth Management’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$441K Buy
39,635
+36,852
+1,324% +$501K 0.44% 42
2026
Q1 		$37K Sell
2,783
-9,573
-77% -$145K 0.05% 103
2025
Q4 		$221K Buy
+12,356
New +$252K 0.25% 45

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benson Wealth Management's DFII Position: Q2 2026 in Review

Benson Wealth Management increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 1,324% in Q2 2026, buying an estimated $501K and bringing the position to 39,635 shares worth $441K. The position accounts for 0.44% of the portfolio, ranked #42.

Benson Wealth Management first reported a position in DFII in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Benson Wealth Management held 39,635 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $441K as of Q2 2026.
  • Benson Wealth Management bought 36,852 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $501K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.44% of Benson Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Benson Wealth Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.