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

Regal 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 Q2	–	Sell	-4,825	Closed	-$229K	–	659
2026 Q1	$229K	Buy	+4,825	New	+$232K	0.01%	598
2023 Q4	–	Sell	-8,025	Closed	-$280K	–	551
2023 Q3	$280K	Hold	8,025	–	–	0.02%	403
2023 Q2	$284K	Hold	8,025	–	–	0.02%	406
2023 Q1	$270K	Hold	8,025	–	–	0.02%	421
2022 Q4	$268K	Hold	8,025	–	–	0.03%	405
2022 Q3	$262K	Hold	8,025	–	–	0.03%	393
2022 Q2	$266K	Hold	8,025	–	–	0.03%	399
2022 Q1	$287K	Hold	8,025	–	–	0.03%	420
2021 Q4	$283K	Hold	8,025	–	–	0.03%	442
2021 Q3	$275K	Hold	8,025	–	–	0.03%	439
2021 Q2	$275K	Buy	+8,025	New	+$272K	0.03%	438
2021 Q1	–	Sell	-8,025	Closed	-$260K	–	106
2020 Q4	$260K	Buy	+8,025	New	+$254K	0.03%	390

Other funds holding DFEB

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SAMC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Regal Investment Advisors's DFEB Position: Q2 2026 in Review

Regal Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q2 2026, closing a stake of 4,825 shares — an estimated $229K sold.

Regal Investment Advisors first reported a position in DFEB in Q4 2020 and held it in 12 quarters. The position peaked at $287K in Q1 2022. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Regal Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q2 2026 after selling out during the quarter.
Regal Investment Advisors sold 4,825 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $229K.
Regal Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q4 2020 and held it in 12 quarters.
Regal Investment Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $287K in Q1 2022.
145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.