LFG
DFII

Larson Financial Group’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-3,102
Closed -$55.4K – 3822
2025
Q4 		$55.4K Buy
3,102
+121
+4% +$2.47K ﹤0.01% 1181
2025
Q3 		$71.8K Buy
+2,981
New +$73.1K ﹤0.01% 1027

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Larson Financial Group's DFII Position: Q1 2026 in Review

Larson Financial Group sold out of FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q1 2026, closing a stake of 3,102 shares — an estimated $55.4K sold.

Larson Financial Group first reported a position in DFII in Q3 2025 and held it in 2 quarters. The position peaked at $71.8K in Q3 2025. 19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Larson Financial Group reported no remaining FT Vest Bitcoin Strategy & Target Income ETF position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 3,102 FT Vest Bitcoin Strategy & Target Income ETF shares in Q1 2026, an estimated $55.4K.
  • Larson Financial Group first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q3 2025 and held it in 2 quarters.
  • Larson Financial Group's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $71.8K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.