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

McKinley Carter 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	$381K	Hold	8,047	–	–	0.02%	237
2025 Q4	$384K	Hold	8,047	–	–	0.02%	248
2025 Q3	$374K	Hold	8,047	–	–	0.02%	250
2025 Q2	$359K	Hold	8,047	–	–	0.02%	246
2025 Q1	$339K	Buy	+8,047	New	+$346K	0.02%	249
2024 Q1	–	Sell	-5,929	Closed	-$222K	–	303
2023 Q4	$222K	Hold	5,929	–	–	0.02%	284
2023 Q3	$207K	Hold	5,929	–	–	0.02%	285
2023 Q2	$210K	Buy	+5,929	New	+$203K	0.02%	287
2022 Q2	–	Sell	-5,929	Closed	-$212K	–	290
2022 Q1	$212K	Hold	5,929	–	–	0.02%	279
2021 Q4	$209K	Hold	5,929	–	–	0.02%	282
2021 Q3	$203K	Hold	5,929	–	–	0.02%	281
2021 Q2	$203K	Buy	+5,929	New	+$201K	0.02%	279

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

McKinley Carter Wealth Services's DFEB Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF February (DFEB) position steady in Q1 2026 at 8,047 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #237.

McKinley Carter Wealth Services first reported a position in DFEB in Q2 2021 and has held it in 12 quarters since. The position peaked at $384K in Q4 2025. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

McKinley Carter Wealth Services held 8,047 shares of FT Vest US Equity Deep Buffer ETF February worth $381K as of Q1 2026.
McKinley Carter Wealth Services 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 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #237 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2021 and has held it in 12 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF February position peaked at $384K 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 McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.