Prosperity Consulting Group’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Prosperity Consulting Group’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	-4,542	Closed	-$203K	–	496
2025 Q2	$203K	Sell	4,542 -302	-6%	-$12.9K	0.01%	440
2025 Q1	$204K	Sell	4,844 -641	-12%	-$27.5K	0.02%	448
2024 Q4	$234K	Buy	5,485 +288	+6%	+$12.2K	0.02%	431
2024 Q3	$217K	Buy	+5,197	New	+$212K	0.02%	438
2024 Q1	–	Sell	-7,274	Closed	-$273K	–	332
2023 Q4	$273K	Sell	7,274 -150	-2%	-$5.38K	0.09%	168
2023 Q3	$259K	Hold	7,424	–	–	0.12%	122
2023 Q2	$263K	Hold	7,424	–	–	0.16%	92
2023 Q1	$250K	Buy	+7,424	New	+$247K	0.16%	94

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 $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Prosperity Consulting Group's DFEB Position: Q3 2025 in Review

Prosperity Consulting Group sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q3 2025, closing a stake of 4,542 shares — an estimated $203K sold.

Prosperity Consulting Group first reported a position in DFEB in Q1 2023 and held it in 8 quarters. The position peaked at $273K in Q4 2023. 139 funds tracked by Wall St. Rank hold DFEB as of Q3 2025.

Prosperity Consulting Group reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q3 2025 after selling out during the quarter.
Prosperity Consulting Group sold 4,542 FT Vest US Equity Deep Buffer ETF February shares in Q3 2025, an estimated $203K.
Prosperity Consulting Group first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2023 and held it in 8 quarters.
Prosperity Consulting Group's FT Vest US Equity Deep Buffer ETF February position peaked at $273K in Q4 2023.
139 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q3 2025.

Based on Prosperity Consulting Group's 13F filing for Q3 2025, filed 14 Nov 2025.