Center for Financial Planning’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Center for Financial Planning’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 Q1	$23.7K	Hold	500	–	–	﹤0.01%	399
2025 Q4	$23.9K	Hold	500	–	–	﹤0.01%	394
2025 Q3	$23.3K	Hold	500	–	–	﹤0.01%	399
2025 Q2	$22.3K	Hold	500	–	–	﹤0.01%	383
2025 Q1	$21.1K	Hold	500	–	–	﹤0.01%	388
2024 Q4	$21.3K	Hold	500	–	–	﹤0.01%	343
2024 Q3	$20.9K	Hold	500	–	–	﹤0.01%	333
2024 Q2	$20.2K	Hold	500	–	–	﹤0.01%	323
2024 Q1	$19.6K	Buy	+500	New	+$19.1K	﹤0.01%	330

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Center for Financial Planning's DFEB Position: Q1 2026 in Review

Center for Financial Planning held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 500 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Center for Financial Planning first reported a position in DFEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.9K in Q4 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Center for Financial Planning held 500 shares of FT Vest US Equity Deep Buffer ETF February worth $23.7K as of Q1 2026.
Center for Financial Planning left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #399 holding.
Center for Financial Planning first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
Center for Financial Planning's FT Vest US Equity Deep Buffer ETF February position peaked at $23.9K in Q4 2025.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.