Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Keystone Wealth Services’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	$1.52M	Buy	+32,166	New	+$1.54M	0.33%	77
2025 Q4	–	Sell	-31,966	Closed	-$1.49M	–	252
2025 Q3	$1.49M	Hold	31,966	–	–	0.32%	73
2025 Q2	$1.43M	Buy	31,966 +5,901	+23%	+$252K	0.34%	68
2025 Q1	$1.1M	Buy	26,065 +460	+2%	+$19.8K	0.3%	82
2024 Q4	$1.09M	Hold	25,605	–	–	0.29%	82
2024 Q3	$1.07M	Hold	25,605	–	–	0.3%	80
2024 Q2	$1.03M	Buy	25,605 +741	+3%	+$29.1K	0.32%	74
2024 Q1	$972K	Buy	24,864 +3,253	+15%	+$124K	0.32%	80
2023 Q4	$810K	Hold	21,611	–	–	0.28%	84
2023 Q3	$753K	Hold	21,611	–	–	0.29%	84
2023 Q2	$764K	Hold	21,611	–	–	0.29%	82
2023 Q1	$727K	Buy	21,611 +1,511	+8%	+$50.3K	0.3%	82
2022 Q4	$670K	Hold	20,100	–	–	0.29%	78
2022 Q3	$657K	Hold	20,100	–	–	0.31%	67
2022 Q2	$667K	Hold	20,100	–	–	0.3%	73
2022 Q1	$720K	Hold	20,100	–	–	0.29%	73
2021 Q4	$708K	Buy	+20,100	New	+$702K	0.29%	76

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

Keystone Wealth Services's DFEB Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2026: 32,166 shares worth $1.52M. The stake represents 0.33% of the portfolio and ranks #77 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in DFEB as recently as Q3 2025.

Keystone Wealth Services first reported a position in DFEB in Q4 2021 and has held it in 17 quarters since. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Keystone Wealth Services held 32,166 shares of FT Vest US Equity Deep Buffer ETF February worth $1.52M as of Q1 2026.
FT Vest US Equity Deep Buffer ETF February was a new Keystone Wealth Services position in Q1 2026.
FT Vest US Equity Deep Buffer ETF February made up 0.33% of Keystone Wealth Services's portfolio in Q1 2026, its #77 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2021 and has held it in 17 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.