IA
DFII

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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Insight Advisors's DFII Position: Q2 2026 in Review

Insight Advisors increased its FT Vest Bitcoin Strategy & Target Income ETF (DFII) stake by 4.8% in Q2 2026, buying an estimated $119K and bringing the position to 190,221 shares worth $2.12M. The position accounts for 0.37% of the portfolio, ranked #35.

Insight Advisors first reported a position in DFII in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.85M in Q3 2025. 11 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Insight Advisors held 190,221 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $2.12M as of Q2 2026.
  • Insight Advisors bought 8,757 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $119K.
  • FT Vest Bitcoin Strategy & Target Income ETF made up 0.37% of Insight Advisors's portfolio in Q2 2026, its #35 holding.
  • Insight Advisors first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Insight Advisors's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $2.85M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.