MWM
DFII

Maridea Wealth Management’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Maridea Wealth Management’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
Q2 		– Sell
-14,587
Closed -$194K – 603
2026
Q1 		$194K Buy
+14,587
New +$220K 0.03% 440

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
Benson Wealth Management Ooltewah, Tn, Tennessee $99.4M AUM
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Maridea Wealth Management's DFII Position: Q2 2026 in Review

Maridea Wealth Management sold out of FT Vest Bitcoin Strategy & Target Income ETF (DFII) in Q2 2026, closing a stake of 14,587 shares — an estimated $194K sold.

Maridea Wealth Management first reported a position in DFII in Q1 2026 and held it in 1 quarter. The position peaked at $194K in Q1 2026. 22 funds tracked by Wall St. Rank hold DFII as of Q2 2026.

  • Maridea Wealth Management reported no remaining FT Vest Bitcoin Strategy & Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 14,587 FT Vest Bitcoin Strategy & Target Income ETF shares in Q2 2026, an estimated $194K.
  • Maridea Wealth Management first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q1 2026 and held it in 1 quarter.
  • Maridea Wealth Management's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $194K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.