Lifestyle Asset Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Lifestyle Asset Management’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	$253K	Hold	5,350	–	–	0.08%	124
2025 Q4	$255K	Hold	5,350	–	–	0.08%	125
2025 Q3	$249K	Hold	5,350	–	–	0.09%	123
2025 Q2	$239K	Hold	5,350	–	–	0.11%	117
2025 Q1	$226K	Hold	5,350	–	–	0.12%	100
2024 Q4	$228K	Hold	5,350	–	–	0.12%	96
2024 Q3	$223K	Hold	5,350	–	–	0.12%	95
2024 Q2	$216K	Hold	5,350	–	–	0.12%	94
2024 Q1	$209K	Hold	5,350	–	–	0.12%	99
2023 Q4	$201K	Buy	+5,350	New	+$192K	0.11%	96
2023 Q3	–	Sell	-7,125	Closed	-$252K	–	93
2023 Q2	$252K	Hold	7,125	–	–	0.15%	60
2023 Q1	$240K	Hold	7,125	–	–	0.16%	57
2022 Q4	$238K	Buy	+7,125	New	+$238K	0.19%	56

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

Lifestyle Asset Management's DFEB Position: Q1 2026 in Review

Lifestyle Asset Management held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 5,350 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #124.

Lifestyle Asset Management first reported a position in DFEB in Q4 2022 and has held it in 13 quarters since. The position peaked at $255K in Q4 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

Lifestyle Asset Management held 5,350 shares of FT Vest US Equity Deep Buffer ETF February worth $253K as of Q1 2026.
Lifestyle Asset Management 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 0.08% of Lifestyle Asset Management's portfolio in Q1 2026, its #124 holding.
Lifestyle Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2022 and has held it in 13 quarters since.
Lifestyle Asset Management's FT Vest US Equity Deep Buffer ETF February position peaked at $255K in Q4 2025.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.