Independent Financial Group
DFEB icon

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

Independent 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
Q3 		$403K Hold
7,814
– – 0.01% 1108
2026
Q2 		$395K Buy
7,814
+1,427
+22% +$71K 0.01% 1090
2026
Q1 		$303K Sell
6,387
-250
-4% -$12K 0.01% 1155
2025
Q4 		$317K Buy
6,637
+840
+14% +$39.5K 0.01% 1123
2025
Q3 		$270K Sell
5,797
-114
-2% -$5.19K 0.01% 1140
2025
Q2 		$264K Hold
5,911
– – 0.01% 1088
2025
Q1 		$249K Buy
5,911
+554
+10% +$23.8K 0.01% 1013
2024
Q4 		$229K Sell
5,357
-47
-0.9% -$1.99K 0.01% 1027
2024
Q3 		$226K Hold
5,404
– – 0.01% 1000
2024
Q2 		$218K Sell
5,404
-100
-2% -$3.93K 0.01% 984
2024
Q1 		$215K Hold
5,504
– – 0.01% 931
2023
Q4 		$206K Buy
+5,504
New +$198K 0.01% 883

Other funds holding DFEB

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Independent Financial Group's DFEB Position: Q3 2026 in Review

Independent Financial Group held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q3 2026 at 7,814 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1108.

Independent Financial Group first reported a position in DFEB in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold DFEB as of Q3 2026.

  • Independent Financial Group held 7,814 shares of FT Vest US Equity Deep Buffer ETF February worth $403K as of Q3 2026.
  • Independent Financial Group left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q3 2026.
  • FT Vest US Equity Deep Buffer ETF February made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1108 holding.
  • Independent Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2023 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.