Cambridge Investment Research Advisors
DFII

Cambridge Investment Research Advisors’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Cambridge Investment Research Advisors’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 		$1.43M Buy
128,693
+1,469
+1% +$20K ﹤0.01% 1966
2026
Q1 		$1.69M Buy
127,224
+10,075
+9% +$152K ﹤0.01% 1733
2025
Q4 		$2.09M Buy
117,149
+94,785
+424% +$1.93M 0.01% 1480
2025
Q3 		$539K Buy
+22,364
New +$548K ﹤0.01% 2604

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors's DFII Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 1.2% in Q2 2026, buying an estimated $20K and bringing the position to 128,693 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Cambridge Investment Research Advisors first reported a position in DFII in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q4 2025. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Cambridge Investment Research Advisors held 128,693 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $1.43M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,469 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $20K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1966 holding.
  • Cambridge Investment Research Advisors first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $2.09M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.