Envestnet Asset Management
DFII

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

Envestnet 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 		$159K Buy
+11,926
New +$180K ﹤0.01% 4555

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IFG
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OMC
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $688M AUM 33.78% 1-Year Est. Return
SW
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Envestnet Asset Management's DFII Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q1 2026: 11,926 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #4555 among its holdings.

19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Envestnet Asset Management held 11,926 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $159K as of Q1 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF was a new Envestnet Asset Management position in Q1 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4555 holding.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.