CAM
DFII

Cresset Asset Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Cresset Asset Management’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
Q1 		$142K Buy
10,709
+199
+2% +$3.01K ﹤0.01% 1509
2025
Q4 		$188K Buy
10,510
+1,412
+16% +$28.8K ﹤0.01% 1503
2025
Q3 		$219K Buy
+9,098
New +$223K ﹤0.01% 1391

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cresset Asset Management's DFII Position: Q1 2026 in Review

Cresset Asset Management increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 1.9% in Q1 2026, buying an estimated $3.01K and bringing the position to 10,709 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Cresset Asset Management first reported a position in DFII in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q3 2025. 19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Cresset Asset Management held 10,709 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $142K as of Q1 2026.
  • Cresset Asset Management bought 199 FT Vest Bitcoin Strategy & Target Income ETF shares in Q1 2026, an estimated $3.01K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1509 holding.
  • Cresset Asset Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Cresset Asset Management's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $219K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.