Institute for Wealth Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Institute for Wealth Management’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 Q2	$43.2K	Buy	+855	New	+$42.5K	﹤0.01%	909

Other funds holding DFEB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Institute for Wealth Management's DFEB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2026: 855 shares worth $43.2K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

96 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Institute for Wealth Management held 855 shares of FT Vest US Equity Deep Buffer ETF February worth $43.2K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF February was a new Institute for Wealth Management position in Q2 2026.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #909 holding.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.