Grantvest Financial Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Grantvest Financial Group’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	$375K	Hold	7,431	–	–	0.22%	113
2026 Q1	$352K	Buy	7,431 +2,472	+50%	+$119K	0.23%	109
2025 Q4	$237K	Sell	4,959 -640	-11%	-$30.1K	0.15%	148
2025 Q3	$261K	Sell	5,599 -3,279	-37%	-$149K	0.18%	133
2025 Q2	$396K	Sell	8,878 -106	-1%	-$4.53K	0.29%	82
2025 Q1	$379K	Buy	+8,984	New	+$386K	0.31%	76

Other funds holding DFEB

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 22.9% 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

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

Grantvest Financial Group's DFEB Position: Q2 2026 in Review

Grantvest Financial Group held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q2 2026 at 7,431 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #113.

Grantvest Financial Group first reported a position in DFEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q2 2025. 146 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Grantvest Financial Group held 7,431 shares of FT Vest US Equity Deep Buffer ETF February worth $375K as of Q2 2026.
Grantvest Financial Group left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.22% of Grantvest Financial Group's portfolio in Q2 2026, its #113 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
Grantvest Financial Group's FT Vest US Equity Deep Buffer ETF February position peaked at $396K in Q2 2025.
146 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.