Ritter Daniher Financial Advisory’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Ritter Daniher Financial Advisory’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	$728K	Sell	14,420 -300	-2%	-$14.9K	0.11%	88
2026 Q1	$697K	Sell	14,720 -255	-2%	-$12.2K	0.12%	86
2025 Q4	$715K	Sell	14,975 -30,830	-67%	-$1.45M	0.12%	86
2025 Q3	$2.13M	Buy	+45,805	New	+$2.09M	0.38%	36

Other funds holding DFEB

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ritter Daniher Financial Advisory's DFEB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 2% in Q2 2026, selling an estimated $14.9K and leaving 14,420 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #88.

Ritter Daniher Financial Advisory first reported a position in DFEB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q3 2025. 16 funds tracked by Wall St. Rank hold DFEB as of Q2 2026.

Ritter Daniher Financial Advisory held 14,420 shares of FT Vest US Equity Deep Buffer ETF February worth $728K as of Q2 2026.
Ritter Daniher Financial Advisory sold 300 FT Vest US Equity Deep Buffer ETF February shares in Q2 2026, an estimated $14.9K.
FT Vest US Equity Deep Buffer ETF February made up 0.11% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #88 holding.
Ritter Daniher Financial Advisory first reported a position in FT Vest US Equity Deep Buffer ETF February in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's FT Vest US Equity Deep Buffer ETF February position peaked at $2.13M in Q3 2025.
16 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.