Envestnet Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q2	–	Sell	-11,667	Closed	-$492K	–	1548
2025 Q1	$492K	Buy	11,667 +5,911	+103%	+$254K	﹤0.01%	1057
2024 Q4	$246K	Buy	5,756 +59	+1%	+$2.5K	﹤0.01%	1593
2024 Q3	$238K	Buy	+5,697	New	+$233K	﹤0.01%	1556
2024 Q1	–	Sell	-5,389	Closed	-$202K	–	1615
2023 Q4	$202K	Buy	+5,389	New	+$193K	﹤0.01%	1494

Other funds holding DFEB

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

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SAMC

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

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

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

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

Envestnet Portfolio Solutions's DFEB Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2025, closing a stake of 11,667 shares — an estimated $492K sold.

Envestnet Portfolio Solutions first reported a position in DFEB in Q4 2023 and held it in 4 quarters. The position peaked at $492K in Q1 2025. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 11,667 FT Vest US Equity Deep Buffer ETF February shares in Q2 2025, an estimated $492K.
Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2023 and held it in 4 quarters.
Envestnet Portfolio Solutions's FT Vest US Equity Deep Buffer ETF February position peaked at $492K in Q1 2025.
145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.