Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q3	–	Sell	-18,694	Closed	-$835K	–	512
2025 Q2	$835K	Buy	18,694 +470	+3%	+$20.1K	0.1%	234
2025 Q1	$768K	Buy	+18,224	New	+$782K	0.1%	224
2021 Q2	–	Sell	-2,178	Closed	-$72K	–	2087
2021 Q1	$72K	Sell	2,178 -3,522	-62%	-$115K	0.02%	651
2020 Q4	$185K	Sell	5,700 -924	-14%	-$29.2K	0.05%	363
2020 Q3	$205K	Buy	6,624 +4,624	+231%	+$142K	0.07%	263
2020 Q2	$60K	Hold	2,000	–	–	0.02%	472
2020 Q1	$55K	Buy	+2,000	New	+$56.3K	0.03%	435

Other funds holding DFEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFEB Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2025, closing a stake of 18,694 shares — an estimated $835K sold.

Patriot Financial Group Insurance Agency first reported a position in DFEB in Q1 2020 and held it in 7 quarters. The position peaked at $835K in Q2 2025. 139 funds tracked by Wall St. Rank hold DFEB as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 18,694 FT Vest US Equity Deep Buffer ETF February shares in Q3 2025, an estimated $835K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF February position peaked at $835K in Q2 2025.
139 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.