Osaic Holdings
DFII

Osaic Holdings’s FT Vest Bitcoin Strategy & Target Income ETF DFII Stock Holding History

Osaic Holdings’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
Q1 		$6.66K Hold
501
– – ﹤0.01% 6523
2025
Q4 		$8.94K Buy
+501
New +$10.2K ﹤0.01% 6410

Other funds holding DFII

IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
ACM
Andina Capital Management Lehi, Utah $62M AUM 12.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCG
Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Osaic Holdings's DFII Position: Q1 2026 in Review

Osaic Holdings held its FT Vest Bitcoin Strategy & Target Income ETF (DFII) position steady in Q1 2026 at 501 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #6523.

Osaic Holdings first reported a position in DFII in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.94K in Q4 2025. 19 funds tracked by Wall St. Rank hold DFII as of Q1 2026.

  • Osaic Holdings held 501 shares of FT Vest Bitcoin Strategy & Target Income ETF worth $6.66K as of Q1 2026.
  • Osaic Holdings left its FT Vest Bitcoin Strategy & Target Income ETF share count unchanged in Q1 2026.
  • FT Vest Bitcoin Strategy & Target Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6523 holding.
  • Osaic Holdings first reported a position in FT Vest Bitcoin Strategy & Target Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's FT Vest Bitcoin Strategy & Target Income ETF position peaked at $8.94K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held FT Vest Bitcoin Strategy & Target Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.