Castleview Partners’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Castleview Partners’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 Q3	$626K	Sell	12,122 -100	-0.8%	-$5.12K	0.27%	86
2026 Q2	$617K	Buy	12,222 +45	+0.4%	+$2.24K	0.27%	86
2026 Q1	$577K	Buy	12,177 +4,807	+65%	+$231K	0.3%	73
2025 Q4	$352K	Hold	7,370	–	–	0.17%	121
2025 Q3	$343K	Hold	7,370	–	–	0.19%	111
2025 Q2	$329K	Hold	7,370	–	–	0.21%	122
2025 Q1	$311K	Buy	+7,370	New	+$316K	0.21%	124

Other funds holding DFEB

SAMC

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Castleview Partners's DFEB Position: Q3 2026 in Review

Castleview Partners reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 0.82% in Q3 2026, selling an estimated $5.12K and leaving 12,122 shares worth $626K. The position accounts for 0.27% of the portfolio, ranked #86.

Castleview Partners first reported a position in DFEB in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold DFEB as of Q3 2026.

Castleview Partners held 12,122 shares of FT Vest US Equity Deep Buffer ETF February worth $626K as of Q3 2026.
Castleview Partners sold 100 FT Vest US Equity Deep Buffer ETF February shares in Q3 2026, an estimated $5.12K.
FT Vest US Equity Deep Buffer ETF February made up 0.27% of Castleview Partners's portfolio in Q3 2026, its #86 holding.
Castleview Partners first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.