HP
DFEB icon

Holistic Planning’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Holistic Planning’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 		$5.23M Sell
110,512
-1,364
-1% -$65.5K 1.04% 21
2025
Q4 		$5.34M Sell
111,876
-10,949
-9% -$514K 1.14% 21
2025
Q3 		$5.72M Sell
122,825
-4,905
-4% -$223K 1.5% 16
2025
Q2 		$5.7M Buy
127,730
+52,049
+69% +$2.22M 1.63% 13
2025
Q1 		$3.19M Buy
+75,681
New +$3.25M 1.08% 18

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Holistic Planning's DFEB Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 1.2% in Q1 2026, selling an estimated $65.5K and leaving 110,512 shares worth $5.23M. The position accounts for 1.04% of the portfolio, ranked #21.

Holistic Planning first reported a position in DFEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.72M in Q3 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

  • Holistic Planning held 110,512 shares of FT Vest US Equity Deep Buffer ETF February worth $5.23M as of Q1 2026.
  • Holistic Planning sold 1,364 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $65.5K.
  • FT Vest US Equity Deep Buffer ETF February made up 1.04% of Holistic Planning's portfolio in Q1 2026, its #21 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and has held it in 5 quarters since.
  • Holistic Planning's FT Vest US Equity Deep Buffer ETF February position peaked at $5.72M in Q3 2025.
  • 144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.