HP
DLFE

Holistic Planning’s FT Vest U.S. Equity Dual Directional Buffer ETF - February DLFE Stock Holding History

Holistic Planning’s Portfolio DLFE Stock Details DLFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Buy
14,508
+5,515
+61% +$172K 0.07% 222
2026
Q1 		$265K Buy
+8,993
New +$268K 0.05% 255

Other funds holding DLFE

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Holistic Planning's DLFE Position: Q2 2026 in Review

Holistic Planning increased its FT Vest U.S. Equity Dual Directional Buffer ETF - February (DLFE) stake by 61% in Q2 2026, buying an estimated $172K and bringing the position to 14,508 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #222.

Holistic Planning first reported a position in DLFE in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold DLFE as of Q2 2026.

  • Holistic Planning held 14,508 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - February worth $460K as of Q2 2026.
  • Holistic Planning bought 5,515 FT Vest U.S. Equity Dual Directional Buffer ETF - February shares in Q2 2026, an estimated $172K.
  • FT Vest U.S. Equity Dual Directional Buffer ETF - February made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #222 holding.
  • Holistic Planning first reported a position in FT Vest U.S. Equity Dual Directional Buffer ETF - February in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - February as of Q2 2026.

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