IWA
DFEB icon

Icon Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Icon Wealth Advisors’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
Q4 		– Sell
-2,842
Closed -$132K – 429
2025
Q3 		$132K Hold
2,842
– – 0.01% 449
2025
Q2 		$127K Buy
+2,842
New +$121K 0.01% 458

Other funds holding DFEB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Icon Wealth Advisors's DFEB Position: Q4 2025 in Review

Icon Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2025, closing a stake of 2,842 shares — an estimated $132K sold.

Icon Wealth Advisors first reported a position in DFEB in Q2 2025 and held it in 2 quarters. The position peaked at $132K in Q3 2025. 140 funds tracked by Wall St. Rank hold DFEB as of Q4 2025.

  • Icon Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,842 FT Vest US Equity Deep Buffer ETF February shares in Q4 2025, an estimated $132K.
  • Icon Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $132K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.