Journey Strategic Wealth’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Journey Strategic Wealth’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 Q1	$557K	Hold	11,751	–	–	0.01%	318
2025 Q4	$561K	Sell	11,751 -40	-0.3%	-$1.88K	0.01%	280
2025 Q3	$549K	Sell	11,791 -1,335	-10%	-$60.8K	0.02%	272
2025 Q2	$586K	Sell	13,126 -3,080	-19%	-$132K	0.02%	256
2025 Q1	$683K	Hold	16,206	–	–	0.02%	182
2024 Q4	$692K	Sell	16,206 -30	-0.2%	-$1.27K	0.03%	169
2024 Q3	$678K	Sell	16,236 -20	-0.1%	-$816	0.02%	175
2024 Q2	$656K	Buy	16,256 +202	+1%	+$7.93K	0.03%	133
2024 Q1	$628K	Buy	+16,054	New	+$614K	0.03%	109

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Journey Strategic Wealth's DFEB Position: Q1 2026 in Review

Journey Strategic Wealth held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 11,751 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #318.

Journey Strategic Wealth first reported a position in DFEB in Q1 2024 and has held it in 9 quarters since. The position peaked at $692K in Q4 2024. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Journey Strategic Wealth held 11,751 shares of FT Vest US Equity Deep Buffer ETF February worth $557K as of Q1 2026.
Journey Strategic Wealth left its FT Vest US Equity Deep Buffer ETF February share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #318 holding.
Journey Strategic Wealth first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's FT Vest US Equity Deep Buffer ETF February position peaked at $692K in Q4 2024.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.