JIP
DFII

Jaffetilchin Investment Partners’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Jaffetilchin Investment Partners’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
2025
Q4 		– Sell
-18,758
Closed -$452K – 482
2025
Q3 		$452K Sell
18,758
-1,656
-8% -$40.6K 0.03% 292
2025
Q2 		$488K Buy
+20,414
New +$456K 0.03% 264

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
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
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
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $73.1M AUM

Jaffetilchin Investment Partners's DFII Position: Q4 2025 in Review

Jaffetilchin Investment Partners sold out of FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q4 2025, closing a stake of 18,758 shares — an estimated $452K sold.

Jaffetilchin Investment Partners first reported a position in DFII in Q2 2025 and held it in 2 quarters. The position peaked at $488K in Q2 2025. 19 funds tracked by Wall St. Rank hold DFII as of Q4 2025.

  • Jaffetilchin Investment Partners reported no remaining FT Vest Bitcoin Strategy & Target Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18,758 FT Vest Bitcoin Strategy & Target Income ETF shares in Q4 2025, an estimated $452K.
  • Jaffetilchin Investment Partners first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q2 2025 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $488K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q4 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2025, filed 15 Jan 2026.