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DHJJ Financial Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

DHJJ Financial Advisors’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 		$105K Sell
2,225
-450
-17% -$21.6K 0.03% 282
2025
Q4 		$128K Hold
2,675
– – 0.04% 242
2025
Q3 		$124K Hold
2,675
– – 0.04% 227
2025
Q2 		$119K Hold
2,675
– – 0.04% 225
2025
Q1 		$113K Hold
2,675
– – 0.05% 212
2024
Q4 		$114K Sell
2,675
-155
-5% -$6.56K 0.04% 209
2024
Q3 		$118K Hold
2,830
– – 0.05% 199
2024
Q2 		$114K Sell
2,830
-1,325
-32% -$52K 0.05% 191
2024
Q1 		$163K Sell
4,155
-500
-11% -$19.1K 0.07% 155
2023
Q4 		$175K Sell
4,655
-350
-7% -$12.6K 0.08% 147
2023
Q3 		$174K Buy
+5,005
New +$178K 0.09% 134
2023
Q2 		– Sell
-6,625
Closed -$223K – 137
2023
Q1 		$223K Sell
6,625
-2,045
-24% -$68.1K 0.12% 130
2022
Q4 		$289K Sell
8,670
-1,850
-18% -$61.9K 0.17% 109
2022
Q3 		$344K Sell
10,520
-210
-2% -$7.14K 0.2% 95
2022
Q2 		$356K Sell
10,730
-120
-1% -$4.13K 0.2% 94
2022
Q1 		$389K Sell
10,850
-687
-6% -$24.2K 0.19% 93
2021
Q4 		$407K Hold
11,537
– – 0.19% 93
2021
Q3 		$395K Hold
11,537
– – 0.2% 89
2021
Q2 		$395K Hold
11,537
– – 0.21% 86
2021
Q1 		$383K Buy
11,537
+2,022
+21% +$66.1K 0.22% 79
2020
Q4 		$308K Buy
+9,515
New +$301K 0.19% 80

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

DHJJ Financial Advisors's DFEB Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 17% in Q1 2026, selling an estimated $21.6K and leaving 2,225 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #282.

DHJJ Financial Advisors first reported a position in DFEB in Q4 2020 and has held it in 21 quarters since. The position peaked at $407K in Q4 2021. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • DHJJ Financial Advisors held 2,225 shares of FT Vest US Equity Deep Buffer ETF February worth $105K as of Q1 2026.
  • DHJJ Financial Advisors sold 450 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $21.6K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.03% of DHJJ Financial Advisors's portfolio in Q1 2026, its #282 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2020 and has held it in 21 quarters since.
  • DHJJ Financial Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $407K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.