CIAS
DFII

Capital Investment Advisory Services’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Capital Investment Advisory Services’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 		$14.5K Buy
1,302
+87
+7% +$1.18K ﹤0.01% 1114
2026
Q1 		$16.2K Buy
+1,215
New +$18.4K ﹤0.01% 1012

Other funds holding DFII

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Capital Investment Advisory Services's DFII Position: Q2 2026 in Review

Capital Investment Advisory Services increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 7.2% in Q2 2026, buying an estimated $1.18K and bringing the position to 1,302 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Capital Investment Advisory Services first reported a position in DFII in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.2K in Q1 2026. 5 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Capital Investment Advisory Services held 1,302 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $14.5K as of Q2 2026.
  • Capital Investment Advisory Services bought 87 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $1.18K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1114 holding.
  • Capital Investment Advisory Services first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Investment Advisory Services's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $16.2K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.