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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.12M Buy
121,216
+10,704
+10% +$532K 0.95% 25
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

Holistic Planning's DFEB Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 9.7% in Q2 2026, buying an estimated $532K and bringing the position to 121,216 shares worth $6.12M. The position accounts for 0.95% of the portfolio, ranked #25.

Holistic Planning first reported a position in DFEB in Q1 2025 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

  • Holistic Planning held 121,216 shares of FT Vest US Equity Deep Buffer ETF February worth $6.12M as of Q2 2026.
  • Holistic Planning bought 10,704 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $532K.
  • FT Vest US Equity Deep Buffer ETF February made up 0.95% of Holistic Planning's portfolio in Q2 2026, its #25 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2025 and has held it in 6 quarters since.
  • 145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.