LPL Financial’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

LPL Financial’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	$4.01M	Buy	84,739 +19,299	+29%	+$927K	﹤0.01%	2833
2025 Q4	$3.12M	Buy	65,440 +364	+0.6%	+$17.1K	﹤0.01%	2976
2025 Q3	$3.03M	Buy	65,076 +882	+1%	+$40.2K	﹤0.01%	2937
2025 Q2	$2.87M	Buy	64,194 +15,964	+33%	+$682K	﹤0.01%	2791
2025 Q1	$2.03M	Buy	48,230 +5,631	+13%	+$242K	﹤0.01%	2936
2024 Q4	$1.82M	Buy	42,599 +18,425	+76%	+$780K	﹤0.01%	2950
2024 Q3	$1.01M	Sell	24,174 -3,060	-11%	-$125K	﹤0.01%	3394
2024 Q2	$1.1M	Sell	27,234 -2,864	-10%	-$112K	﹤0.01%	3161
2024 Q1	$1.18M	Buy	30,098 +2,520	+9%	+$96.3K	﹤0.01%	3027
2023 Q4	$1.03M	Buy	27,578 +5,259	+24%	+$189K	﹤0.01%	3016
2023 Q3	$778K	Buy	22,319 +8,753	+65%	+$311K	﹤0.01%	3118
2023 Q2	$480K	Buy	13,566 +4,225	+45%	+$144K	﹤0.01%	3487
2023 Q1	$314K	Buy	+9,341	New	+$311K	﹤0.01%	3701

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

LPL Financial's DFEB Position: Q1 2026 in Review

LPL Financial increased its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 29% in Q1 2026, buying an estimated $927K and bringing the position to 84,739 shares worth $4.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

LPL Financial first reported a position in DFEB in Q1 2023 and has held it in 13 quarters since. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

LPL Financial held 84,739 shares of FT Vest US Equity Deep Buffer ETF February worth $4.01M as of Q1 2026.
LPL Financial bought 19,299 FT Vest US Equity Deep Buffer ETF February shares in Q1 2026, an estimated $927K.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2833 holding.
LPL Financial first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and has held it in 13 quarters since.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.