OneDigital Investment Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

OneDigital Investment Advisors’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	$316K	Buy	+6,666	New	+$320K	﹤0.01%	1158
2025 Q1	–	Sell	-15,708	Closed	-$671K	–	1422
2024 Q4	$671K	Hold	15,708	–	–	0.01%	779
2024 Q3	$656K	Sell	15,708 -55	-0.3%	-$2.25K	0.01%	824
2024 Q2	$636K	Sell	15,763 -87	-0.5%	-$3.42K	0.01%	797
2024 Q1	$620K	Sell	15,850 -1,816	-10%	-$69.4K	0.01%	668
2023 Q4	$662K	Sell	17,666 -11,185	-39%	-$402K	0.01%	614
2023 Q3	$1.01M	Hold	28,851	–	–	0.02%	422
2023 Q2	$1.02M	Hold	28,851	–	–	0.02%	406
2023 Q1	$970K	Sell	28,851 -100	-0.3%	-$3.33K	0.02%	392
2022 Q4	$965K	Sell	28,951 -228	-0.8%	-$7.63K	0.03%	364
2022 Q3	$953K	Sell	29,179 -1,005	-3%	-$34.2K	0.04%	305
2022 Q2	$1M	Sell	30,184 -1,904	-6%	-$65.5K	0.04%	257
2022 Q1	$1.15M	Buy	32,088 +9,097	+40%	+$321K	0.04%	239
2021 Q4	$810K	Sell	22,991 -617	-3%	-$21.5K	0.03%	324
2021 Q3	$809K	Sell	23,608 -1,740	-7%	-$59.9K	0.03%	310
2021 Q2	$868K	Sell	25,348 -18,575	-42%	-$629K	0.04%	284
2021 Q1	$1.46M	Sell	43,923 -75,138	-63%	-$2.46M	0.07%	197
2020 Q4	$3.85M	Sell	119,061 -10,319	-8%	-$326K	0.2%	77
2020 Q3	$4M	Buy	129,380 +71,988	+125%	+$2.21M	0.28%	72
2020 Q2	$1.71M	Buy	57,392 +5,036	+10%	+$147K	0.12%	151
2020 Q1	$1.44M	Buy	+52,356	New	+$1.47M	0.13%	148

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 $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

OneDigital Investment Advisors's DFEB Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in FT Vest US Equity Deep Buffer ETF February (DFEB) in Q1 2026: 6,666 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in DFEB as recently as Q4 2024.

OneDigital Investment Advisors first reported a position in DFEB in Q1 2020 and has held it in 21 quarters since. The position peaked at $4M in Q3 2020. 144 funds tracked by Wall St. Rank hold DFEB as of Q1 2026.

OneDigital Investment Advisors held 6,666 shares of FT Vest US Equity Deep Buffer ETF February worth $316K as of Q1 2026.
FT Vest US Equity Deep Buffer ETF February was a new OneDigital Investment Advisors position in Q1 2026.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1158 holding.
OneDigital Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and has held it in 21 quarters since.
OneDigital Investment Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $4M in Q3 2020.
144 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.