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 Q2	$317K	Sell	6,270 -5	-0.1%	-$249	0.19%	55
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 $3.09B AUM 17.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CFC Planning Company's DFEB Position: Q2 2026 in Review

CFC Planning Company reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 0.08% in Q2 2026, selling an estimated $249 and leaving 6,270 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #55.

CFC Planning Company first reported a position in DFEB in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

CFC Planning Company held 6,270 shares of FT Vest US Equity Deep Buffer ETF February worth $317K as of Q2 2026.
CFC Planning Company sold 5 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $249.
FT Vest US Equity Deep Buffer ETF February made up 0.19% of CFC Planning Company's portfolio in Q2 2026, its #55 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 6 quarters since.
146 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.