Integrated Wealth Concepts’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Integrated Wealth Concepts’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	$10K	Buy	+902	New	+$12.3K	﹤0.01%	4557

Other funds holding DFII

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

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

BWM

Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Integrated Wealth Concepts's DFII Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q2 2026: 902 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #4557 among its holdings.

22 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

Integrated Wealth Concepts held 902 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $10K as of Q2 2026.
FT Vest Bitcoin Strategy & Target Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4557 holding.
22 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.