Sax Wealth Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-6,358
Closed -$296K 496
2025
Q3
$296K Hold
6,358
0.02% 350
2025
Q2
$284K Buy
+6,358
New +$272K 0.02% 349

Other funds holding DFEB

Sax Wealth Advisors's DFEB Position: Q4 2025 in Review

Sax Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF February (DFEB) in Q4 2025, closing a stake of 6,358 shares — an estimated $296K sold.

Sax Wealth Advisors first reported a position in DFEB in Q2 2025 and held it in 2 quarters. The position peaked at $296K in Q3 2025. 140 funds tracked by Wall St. Rank hold DFEB as of Q4 2025.

  • Sax Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF February position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 6,358 FT Vest US Equity Deep Buffer ETF February shares in Q4 2025, an estimated $296K.
  • Sax Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF February in Q2 2025 and held it in 2 quarters.
  • Sax Wealth Advisors's FT Vest US Equity Deep Buffer ETF February position peaked at $296K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.