Insight Advisors’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Insight Advisors’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 Q3	$2.85M	Buy	199,352 +9,131	+5%	+$116K	0.5%	29
2026 Q2	$2.12M	Buy	190,221 +8,757	+5%	+$119K	0.37%	35
2026 Q1	$2.41M	Buy	181,464 +47,100	+35%	+$712K	0.46%	30
2025 Q4	$2.4M	Buy	134,364 +16,164	+14%	+$330K	0.36%	44
2025 Q3	$2.85M	Buy	118,200 +73,403	+164%	+$1.8M	0.44%	40
2025 Q2	$1.07M	Buy	+44,797	New	+$1M	0.17%	87

Other funds holding DFII

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Capital CS Group Irvine, California $135M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Insight Advisors's DFII Position: Q3 2026 in Review

Insight Advisors increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 4.8% in Q3 2026, buying an estimated $116K and bringing the position to 199,352 shares worth $2.85M. The position accounts for 0.5% of the portfolio, ranked #29.

Insight Advisors first reported a position in DFII in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold DFII as of Q3 2026.

Insight Advisors held 199,352 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $2.85M as of Q3 2026.
Insight Advisors bought 9,131 FT Vest Bitcoin Strategy & Target Income ETF shares in Q3 2026, an estimated $116K.
FT Vest Bitcoin Strategy & Target Income ETF made up 0.5% of Insight Advisors's portfolio in Q3 2026, its #29 holding.
Insight Advisors first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q2 2025 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.