IFG
DFII

Independent Financial Group’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Independent Financial Group’s Portfolio DFII Stock Details DFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$624K Sell
56,135
-9,100
-14% -$124K 0.01% 887
2026
Q1 		$868K Buy
65,235
+2,073
+3% +$31.3K 0.02% 677
2025
Q4 		$1.13M Buy
+63,162
New +$1.29M 0.03% 575

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's DFII Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 14% in Q2 2026, selling an estimated $124K and leaving 56,135 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #887.

Independent Financial Group first reported a position in DFII in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 22 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Independent Financial Group held 56,135 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $624K as of Q2 2026.
  • Independent Financial Group sold 9,100 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $124K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #887 holding.
  • Independent Financial Group first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $1.13M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.