CPC
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CFC Planning Company’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

CFC Planning Company’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 		$297K Buy
6,275
+361
+6% +$17.3K 0.21% 51
2025
Q4 		$282K Sell
5,914
-8
-0.1% -$376 0.21% 54
2025
Q3 		$276K Sell
5,922
-11
-0.2% -$501 0.23% 61
2025
Q2 		$265K Hold
5,933
– – 0.25% 57
2025
Q1 		$250K Buy
+5,933
New +$255K 0.27% 60

Other funds holding DFEB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
HI
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
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

CFC Planning Company's DFEB Position: Q1 2026 in Review

CFC Planning Company increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 6.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 6,275 shares worth $297K. The position accounts for 0.21% of the portfolio, ranked #51.

CFC Planning Company first reported a position in DFEB in Q1 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • CFC Planning Company held 6,275 shares of FT Vest US Equity Deep Buffer ETF February worth $297K as of Q1 2026.
  • CFC Planning Company bought 361 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $17.3K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.21% of CFC Planning Company's portfolio in Q1 2026, its #51 holding.
  • CFC Planning Company first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.